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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 | $32,600 | $81,358-59.9% | $155,556-79.0% | $80,959-59.7% |
| Participation rate | 26.6% | 66.3%-39.7pp | 78.2%-51.6pp | 67.7%-41.1pp |
| Annual return | 50.39% | 33.39%+17.0pp | 64.84%-14.4pp | 35.67%+14.7pp |
| Employer contribution / active EE | $1,356 | $3,106-56.3% | $4,675-71.0% | $2,757-50.8% |
| Participant deferral / active EE | $1,072 | $3,455-69.0% | $5,631-81.0% | $4,300-75.1% |
| Admin fee / account holder | $91 | $7,994-98.9% | $15,885-99.4% | $6,925-98.7% |