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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 | $34,002 | $46,599-27.0% | $64,101-47.0% | $75,173-54.8% |
| Participation rate | 32.6% | 65.9%-33.3pp | 72.3%-39.7pp | 67.2%-34.6pp |
| Annual return | 156.32% | 26.06%+130.3pp | 33.72%+122.6pp | 160.72%-4.4pp |
| Employer contribution / active EE | $721 | $1,975-63.5% | $2,749-73.8% | $2,671-73.0% |
| Participant deferral / active EE | $1,820 | $2,837-35.8% | $3,881-53.1% | $4,126-55.9% |
| Admin fee / account holder | $279 | $2,956-90.6% | $3,070-90.9% | $5,651-95.1% |