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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 | $24,098 | $75,962-68.3% | $154,111-84.4% | $64,173-62.4% |
| Participation rate | 50.0% | 70.4%-20.4pp | 83.0%-33.0pp | 69.6%-19.6pp |
| Annual return | 45.81% | 30.32%+15.5pp | 735.18%-689.4pp | 7.63%+38.2pp |
| Employer contribution / active EE | $1,037 | $3,350-69.0% | $5,298-80.4% | $2,381-56.4% |
| Participant deferral / active EE | $3,154 | $3,175-0.6% | $5,081-37.9% | $3,470-9.1% |
| Admin fee / account holder | $9 | $5,589-99.8% | $13,411-99.9% | $4,887-99.8% |