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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 | $29,867 | $85,024-64.9% | $70,544-57.7% | $139,466-78.6% |
| Participation rate | 40.0% | 73.9%-33.9pp | 68.4%-28.4pp | 80.3%-40.3pp |
| Annual return | 19.40% | 30.39%-11.0pp | 32.79%-13.4pp | 373.66%-354.3pp |
| Employer contribution / active EE | $1,709 | $3,912-56.3% | $2,976-42.6% | $4,754-64.1% |
| Participant deferral / active EE | $7,312 | $5,891+24.1% | $4,568+60.1% | $6,712+8.9% |
| Admin fee / account holder | $276 | $8,928-96.9% | $6,427-95.7% | $11,409-97.6% |