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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 | $42,081 | $63,140-33.4% | $304,612-86.2% | $116,462-63.9% |
| Participation rate | 26.7% | 70.4%-43.7pp | 81.9%-55.3pp | 74.7%-48.0pp |
| Annual return | 20.40% | 15.04%+5.4pp | 329.91%-309.5pp | 15.65%+4.8pp |
| Employer contribution / active EE | $799 | $2,385-66.5% | $7,476-89.3% | $3,231-75.3% |
| Participant deferral / active EE | $1,278 | $2,741-53.4% | $5,388-76.3% | $3,836-66.7% |
| Admin fee / account holder | $275 | $7,583-96.4% | $12,962-97.9% | $12,754-97.8% |