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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 | $39,678 | $51,184-22.5% | $66,439-40.3% | $86,983-54.4% |
| Participation rate | 38.5% | 68.5%-30.0pp | 74.5%-36.0pp | 69.5%-31.1pp |
| Annual return | 18.57% | 17.07%+1.5pp | 757.66%-739.1pp | 25.83%-7.3pp |
| Employer contribution / active EE | $978 | $2,023-51.7% | $2,637-62.9% | $2,584-62.2% |
| Participant deferral / active EE | $1,907 | $2,927-34.9% | $3,876-50.8% | $4,194-54.5% |
| Admin fee / account holder | $183 | $4,154-95.6% | $6,173-97.0% | $7,856-97.7% |