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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 | $40,836 | $63,764-36.0% | $81,926-50.2% | $79,858-48.9% |
| Participation rate | 20.7% | 67.5%-46.8pp | 72.0%-51.3pp | 69.6%-48.9pp |
| Annual return | 33.04% | 22.66%+10.4pp | 29.49%+3.5pp | 31.72%+1.3pp |
| Employer contribution / active EE | $472 | $1,795-73.7% | $4,310-89.1% | $2,471-80.9% |
| Participant deferral / active EE | $2,119 | $2,780-23.8% | $7,108-70.2% | $3,740-43.4% |
| Admin fee / account holder | $178 | $4,426-96.0% | $5,159-96.6% | $5,306-96.6% |