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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 | $36,118 | $78,428-53.9% | $95,960-62.4% | $79,852-54.8% |
| Participation rate | 56.0% | 73.5%-17.5pp | 77.1%-21.1pp | 69.6%-13.6pp |
| Annual return | 26.77% | 19.37%+7.4pp | 91.63%-64.9pp | 31.72%-5.0pp |
| Employer contribution / active EE | $1,179 | $1,945-39.4% | $2,541-53.6% | $2,471-52.3% |
| Participant deferral / active EE | $2,029 | $3,440-41.0% | $4,167-51.3% | $3,740-45.7% |
| Admin fee / account holder | $104 | $5,622-98.1% | $6,797-98.5% | $5,306-98.0% |