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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 | $38,954 | $108,882-64.2% | $96,754-59.7% | $154,746-74.8% |
| Participation rate | 37.5% | 75.1%-37.6pp | 70.3%-32.8pp | 80.7%-43.2pp |
| Annual return | 10.10% | 98.39%-88.3pp | 82.04%-71.9pp | 172.34%-162.2pp |
| Employer contribution / active EE | $888 | $3,018-70.6% | $2,679-66.9% | $4,379-79.7% |
| Participant deferral / active EE | $3,598 | $5,323-32.4% | $4,758-24.4% | $6,730-46.5% |
| Admin fee / account holder | $225 | $10,200-97.8% | $8,905-97.5% | $14,365-98.4% |