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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 | $59,189 | $53,837+9.9% | $75,717-21.8% | $85,856-31.1% |
| Participation rate | 35.9% | 69.1%-33.2pp | 74.8%-38.9pp | 69.3%-33.4pp |
| Annual return | 36.31% | 24.54%+11.8pp | 104.58%-68.3pp | 318.58%-282.3pp |
| Employer contribution / active EE | $732 | $2,017-63.7% | $2,743-73.3% | $2,565-71.5% |
| Participant deferral / active EE | $2,135 | $2,895-26.2% | $3,821-44.1% | $3,952-46.0% |
| Admin fee / account holder | $57 | $3,341-98.3% | $3,619-98.4% | $6,261-99.1% |