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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 | $36,917 | $58,493-36.9% | $84,021-56.1% | $72,975-49.4% |
| Participation rate | 25.9% | 61.2%-35.3pp | 69.0%-43.1pp | 69.5%-43.6pp |
| Annual return | 32.33% | 28.93%+3.4pp | 71.32%-39.0pp | 81.01%-48.7pp |
| Employer contribution / active EE | $818 | $1,163-29.7% | $1,984-58.8% | $2,440-66.5% |
| Participant deferral / active EE | $2,067 | $2,394-13.7% | $3,239-36.2% | $3,608-42.7% |
| Admin fee / account holder | $33 | $4,569-99.3% | $6,102-99.5% | $5,124-99.3% |