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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 | $18,550 | $91,198-79.7% | $178,503-89.6% | $79,856-76.8% |
| Participation rate | 54.5% | 69.2%-14.7pp | 81.9%-27.4pp | 69.6%-15.1pp |
| Annual return | 38.04% | 24.20%+13.8pp | 151.12%-113.1pp | 31.71%+6.3pp |
| Employer contribution / active EE | $837 | $3,257-74.3% | $5,011-83.3% | $2,471-66.1% |
| Participant deferral / active EE | $2,423 | $3,237-25.1% | $5,202-53.4% | $3,741-35.2% |
| Admin fee / account holder | $159 | $6,748-97.6% | $13,987-98.9% | $5,306-97.0% |