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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 | $11,069 | $52,279-78.8% | $89,414-87.6% | $79,852-86.1% |
| Participation rate | 35.7% | 57.5%-21.8pp | 68.0%-32.3pp | 69.6%-33.9pp |
| Annual return | 48.37% | 22.16%+26.2pp | 245.50%-197.1pp | 31.72%+16.7pp |
| Employer contribution / active EE | $1,806 | $1,572+14.9% | $2,586-30.2% | $2,471-26.9% |
| Participant deferral / active EE | $1,824 | $2,740-33.4% | $3,890-53.1% | $3,740-51.2% |
| Admin fee / account holder | $43 | $3,356-98.7% | $4,883-99.1% | $5,306-99.2% |