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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 | $32,261 | $91,179-64.6% | $178,499-81.9% | $79,852-59.6% |
| Participation rate | 33.3% | 69.2%-35.9pp | 81.9%-48.6pp | 69.6%-36.3pp |
| Annual return | 13.23% | 24.19%-11.0pp | 151.10%-137.9pp | 31.72%-18.5pp |
| Employer contribution / active EE | $372 | $3,256-88.6% | $5,011-92.6% | $2,471-85.0% |
| Participant deferral / active EE | $2,148 | $3,236-33.6% | $5,202-58.7% | $3,740-42.6% |
| Admin fee / account holder | $169 | $6,749-97.5% | $13,986-98.8% | $5,306-96.8% |