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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 | $37,762 | $83,369-54.7% | $105,223-64.1% | $67,986-44.5% |
| Participation rate | 23.3% | 56.3%-33.0pp | 75.0%-51.7pp | 57.2%-33.9pp |
| Annual return | 14.96% | 24.64%-9.7pp | 180.65%-165.7pp | 31.67%-16.7pp |
| Employer contribution / active EE | $1,481 | $2,541-41.7% | $3,689-59.9% | $2,019-26.7% |
| Participant deferral / active EE | $1,951 | $3,295-40.8% | $5,072-61.5% | $3,358-41.9% |
| Admin fee / account holder | $190 | $4,073-95.3% | $8,859-97.9% | $3,203-94.1% |