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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 | $27,180 | $52,279-48.0% | $89,435-69.6% | $79,856-66.0% |
| Participation rate | 29.9% | 57.5%-27.7pp | 68.0%-38.1pp | 69.6%-39.8pp |
| Annual return | 35.13% | 22.16%+13.0pp | 245.55%-210.4pp | 31.71%+3.4pp |
| Employer contribution / active EE | $831 | $1,572-47.2% | $2,587-67.9% | $2,471-66.4% |
| Participant deferral / active EE | $1,781 | $2,740-35.0% | $3,890-54.2% | $3,741-52.4% |
| Admin fee / account holder | $165 | $3,356-95.1% | $4,884-96.6% | $5,306-96.9% |