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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 | $70,500 | $107,030-34.1% | $73,550-4.1% | $147,586-52.2% |
| Participation rate | 22.2% | 66.4%-44.2pp | 54.9%-32.7pp | 82.8%-60.6pp |
| Annual return | 16.58% | 38.25%-21.7pp | -15.16%+31.7pp | 578.59%-562.0pp |
| Employer contribution / active EE | $895 | $1,760-49.1% | $1,219-26.6% | $4,876-81.6% |
| Participant deferral / active EE | $2,414 | $2,458-1.8% | $1,804+33.8% | $5,439-55.6% |
| Admin fee / account holder | $38 | $3,055-98.8% | $2,320-98.4% | $10,886-99.7% |