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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 | $37,098 | $90,486-59.0% | $78,676-52.8% | $273,972-86.5% |
| Participation rate | 56.3% | 76.5%-20.3pp | 73.6%-17.3pp | 83.0%-26.8pp |
| Annual return | 8.05% | 75.62%-67.6pp | 62.19%-54.1pp | 41.46%-33.4pp |
| Employer contribution / active EE | $380 | $3,175-88.0% | $2,850-86.7% | $4,869-92.2% |
| Participant deferral / active EE | $556 | $3,901-85.7% | $3,517-84.2% | $5,287-89.5% |
| Admin fee / account holder | $144 | $5,263-97.3% | $4,510-96.8% | $10,133-98.6% |