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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 | $42,572 | $88,707-52.0% | $74,184-42.6% | $273,972-84.5% |
| Participation rate | 55.0% | 79.4%-24.4pp | 76.6%-21.6pp | 83.0%-28.0pp |
| Annual return | 32.06% | 11.94%+20.1pp | 17.74%+14.3pp | 41.46%-9.4pp |
| Employer contribution / active EE | $1,135 | $3,159-64.1% | $2,370-52.1% | $4,869-76.7% |
| Participant deferral / active EE | $2,496 | $4,212-40.7% | $3,550-29.7% | $5,287-52.8% |
| Admin fee / account holder | $209 | $8,717-97.6% | $5,586-96.3% | $10,133-97.9% |