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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 | $29,290 | $110,278-73.4% | $95,740-69.4% | $139,466-79.0% |
| Participation rate | 33.3% | 75.7%-42.4pp | 72.3%-38.9pp | 80.3%-47.0pp |
| Annual return | 35.70% | 27.19%+8.5pp | 28.41%+7.3pp | 373.66%-338.0pp |
| Employer contribution / active EE | $876 | $3,260-73.1% | $2,836-69.1% | $4,754-81.6% |
| Participant deferral / active EE | $4,378 | $4,674-6.4% | $4,244+3.2% | $6,712-34.8% |
| Admin fee / account holder | $90 | $6,613-98.6% | $5,676-98.4% | $11,409-99.2% |