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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 | $34,437 | $90,486-61.9% | $78,676-56.2% | $273,972-87.4% |
| Participation rate | 33.3% | 76.5%-43.2pp | 73.6%-40.2pp | 83.0%-49.7pp |
| Annual return | 10.20% | 75.62%-65.4pp | 62.19%-52.0pp | 41.46%-31.3pp |
| Employer contribution / active EE | $1,234 | $3,175-61.1% | $2,850-56.7% | $4,869-74.7% |
| Participant deferral / active EE | $2,549 | $3,901-34.7% | $3,517-27.5% | $5,287-51.8% |
| Admin fee / account holder | $15 | $5,263-99.7% | $4,510-99.7% | $10,133-99.8% |