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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 | $37,579 | $50,082-25.0% | $93,515-59.8% | $79,856-52.9% |
| Participation rate | 30.9% | 60.9%-30.0pp | 66.8%-35.9pp | 69.6%-38.7pp |
| Annual return | 10.87% | 24.59%-13.7pp | 78.21%-67.3pp | 31.71%-20.8pp |
| Employer contribution / active EE | $245 | $1,303-81.2% | $2,077-88.2% | $2,471-90.1% |
| Participant deferral / active EE | $1,055 | $2,212-52.3% | $3,129-66.3% | $3,741-71.8% |
| Admin fee / account holder | $256 | $3,454-92.6% | $5,235-95.1% | $5,306-95.2% |