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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 | $34,259 | $57,541-40.5% | $95,759-64.2% | $75,177-54.4% |
| Participation rate | 32.1% | 62.5%-30.4pp | 72.3%-40.1pp | 67.2%-35.1pp |
| Annual return | 15.04% | 34.93%-19.9pp | 28.42%-13.4pp | 160.75%-145.7pp |
| Employer contribution / active EE | $1,005 | $1,808-44.4% | $2,836-64.6% | $2,671-62.4% |
| Participant deferral / active EE | $2,384 | $3,074-22.4% | $4,244-43.8% | $4,126-42.2% |
| Admin fee / account holder | $31 | $4,099-99.2% | $5,678-99.5% | $5,651-99.5% |