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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 | $12,279 | $47,848-74.3% | $81,473-84.9% | $70,126-82.5% |
| Participation rate | 40.0% | 58.3%-18.3pp | 68.0%-28.0pp | 69.5%-29.5pp |
| Annual return | 52.75% | 27.25%+25.5pp | 38.78%+14.0pp | 73.15%-20.4pp |
| Employer contribution / active EE | $658 | $1,527-56.9% | $2,568-74.4% | $2,343-71.9% |
| Participant deferral / active EE | $2,988 | $2,453+21.8% | $3,537-15.5% | $3,332-10.3% |
| Admin fee / account holder | $70 | $3,145-97.8% | $4,561-98.5% | $4,645-98.5% |