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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 | $49,350 | $84,236-41.4% | $170,435-71.0% | $70,126-29.6% |
| Participation rate | 38.6% | 70.8%-32.2pp | 83.6%-45.0pp | 69.5%-30.9pp |
| Annual return | 16.32% | 23.06%-6.7pp | 205.94%-189.6pp | 73.15%-56.8pp |
| Employer contribution / active EE | $467 | $3,387-86.2% | $5,432-91.4% | $2,343-80.1% |
| Participant deferral / active EE | $1,391 | $3,086-54.9% | $4,939-71.8% | $3,332-58.3% |
| Admin fee / account holder | $181 | $5,698-96.8% | $13,881-98.7% | $4,645-96.1% |