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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 | $13,111 | $56,134-76.6% | $96,171-86.4% | $85,847-84.7% |
| Participation rate | 35.8% | 56.7%-20.9pp | 68.4%-32.6pp | 69.3%-33.5pp |
| Annual return | 15.20% | 42.30%-27.1pp | 192.04%-176.8pp | 318.61%-303.4pp |
| Employer contribution / active EE | $545 | $1,620-66.4% | $2,799-80.5% | $2,565-78.8% |
| Participant deferral / active EE | $1,010 | $2,858-64.7% | $4,350-76.8% | $3,952-74.4% |
| Admin fee / account holder | $209 | $3,769-94.5% | $5,538-96.2% | $6,261-96.7% |