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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 | $29,808 | $84,236-64.6% | $170,435-82.5% | $70,126-57.5% |
| Participation rate | 29.8% | 70.8%-41.0pp | 83.6%-53.8pp | 69.5%-39.7pp |
| Annual return | 26.16% | 23.06%+3.1pp | 205.94%-179.8pp | 73.15%-47.0pp |
| Employer contribution / active EE | $1,208 | $3,387-64.3% | $5,432-77.8% | $2,343-48.4% |
| Participant deferral / active EE | $1,416 | $3,086-54.1% | $4,939-71.3% | $3,332-57.5% |
| Admin fee / account holder | $251 | $5,698-95.6% | $13,881-98.2% | $4,645-94.6% |