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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 | $35,422 | $84,236-57.9% | $170,435-79.2% | $70,126-49.5% |
| Participation rate | 68.3% | 70.8%-2.6pp | 83.6%-15.3pp | 69.5%-1.3pp |
| Annual return | 458.46% | 23.06%+435.4pp | 205.94%+252.5pp | 73.15%+385.3pp |
| Employer contribution / active EE | $1,569 | $3,387-53.7% | $5,432-71.1% | $2,343-33.0% |
| Participant deferral / active EE | $2,548 | $3,086-17.4% | $4,939-48.4% | $3,332-23.5% |
| Admin fee / account holder | $96 | $5,698-98.3% | $13,881-99.3% | $4,645-97.9% |