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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 | $37,007 | $72,027-48.6% | $185,835-80.1% | $79,852-53.7% |
| Participation rate | 23.5% | 65.8%-42.2pp | 78.0%-54.5pp | 69.6%-46.1pp |
| Annual return | 18.43% | 23.13%-4.7pp | 35.96%-17.5pp | 31.72%-13.3pp |
| Employer contribution / active EE | $479 | $1,965-75.6% | $4,087-88.3% | $2,471-80.6% |
| Participant deferral / active EE | $1,285 | $3,780-66.0% | $5,633-77.2% | $3,740-65.6% |
| Admin fee / account holder | $24 | $4,513-99.5% | $9,502-99.7% | $5,306-99.5% |