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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 | $18,344 | $58,258-68.5% | $81,820-77.6% | $80,925-77.3% |
| Participation rate | 35.3% | 63.5%-28.2pp | 72.4%-37.1pp | 67.7%-32.4pp |
| Annual return | 141.73% | 41.76%+100.0pp | 777.93%-636.2pp | 35.65%+106.1pp |
| Employer contribution / active EE | $591 | $2,345-74.8% | $2,915-79.7% | $2,756-78.5% |
| Participant deferral / active EE | $1,119 | $3,284-65.9% | $4,323-74.1% | $4,299-74.0% |
| Admin fee / account holder | $13 | $4,976-99.7% | $7,391-99.8% | $6,940-99.8% |