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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 | $48,971 | $102,638-52.3% | $81,991-40.3% | $158,966-69.2% |
| Participation rate | 35.7% | 75.5%-39.8pp | 69.3%-33.5pp | 82.0%-46.2pp |
| Annual return | 22.35% | 61.05%-38.7pp | 41.31%-19.0pp | 302.95%-280.6pp |
| Employer contribution / active EE | $516 | $3,241-84.1% | $2,498-79.4% | $4,762-89.2% |
| Participant deferral / active EE | $1,120 | $4,649-75.9% | $3,722-69.9% | $5,983-81.3% |
| Admin fee / account holder | $297 | $8,237-96.4% | $5,665-94.8% | $11,250-97.4% |