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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 | $37,721 | $97,125-61.2% | $86,233-56.3% | $137,256-72.5% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.0%-29.0pp | 80.0%-40.0pp |
| Annual return | 16.42% | 74.19%-57.8pp | 61.39%-45.0pp | 220.34%-203.9pp |
| Employer contribution / active EE | $682 | $2,841-76.0% | $2,504-72.8% | $4,156-83.6% |
| Participant deferral / active EE | $1,014 | $5,180-80.4% | $4,559-77.8% | $6,407-84.2% |
| Admin fee / account holder | $178 | $9,725-98.2% | $8,342-97.9% | $12,270-98.6% |