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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,005 | $117,904-77.1% | $102,457-73.6% | $145,978-81.5% |
| Participation rate | 26.7% | 78.6%-51.9pp | 76.5%-49.8pp | 80.3%-53.6pp |
| Annual return | 36.93% | 31.80%+5.1pp | 29.41%+7.5pp | 550.52%-513.6pp |
| Employer contribution / active EE | $1,276 | $3,613-64.7% | $3,022-57.8% | $4,662-72.6% |
| Participant deferral / active EE | $1,876 | $5,733-67.3% | $5,054-62.9% | $6,690-72.0% |
| Admin fee / account holder | $142 | $13,329-98.9% | $9,451-98.5% | $13,400-98.9% |