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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 | $37,310 | $62,409-40.2% | $120,524-69.0% | $74,429-49.9% |
| Participation rate | 32.8% | 56.8%-24.0pp | 71.9%-39.2pp | 67.2%-34.5pp |
| Annual return | 13.74% | 18.62%-4.9pp | 107.36%-93.6pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $984 | $1,847-46.7% | $3,469-71.6% | $2,625-62.5% |
| Participant deferral / active EE | $1,683 | $2,888-41.7% | $4,994-66.3% | $4,348-61.3% |
| Admin fee / account holder | $239 | $2,394-90.0% | $9,440-97.5% | $1,944-87.7% |