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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 | $24,924 | $51,638-51.7% | $68,368-63.5% | $82,448-69.8% |
| Participation rate | 56.3% | 63.6%-7.4pp | 73.8%-17.5pp | 68.1%-11.8pp |
| Annual return | 63.68% | 37.53%+26.1pp | 292.57%-228.9pp | 41.64%+22.0pp |
| Employer contribution / active EE | $664 | $2,047-67.6% | $2,649-74.9% | $2,551-74.0% |
| Participant deferral / active EE | $1,111 | $2,914-61.9% | $4,123-73.0% | $4,139-73.2% |
| Admin fee / account holder | $224 | $4,643-95.2% | $5,150-95.7% | $7,234-96.9% |