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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 | $43,153 | $108,226-60.1% | $77,513-44.3% | $158,950-72.9% |
| Participation rate | 66.7% | 64.4%+2.2pp | 54.2%+12.5pp | 82.0%-15.3pp |
| Annual return | 21.02% | 31.67%-10.7pp | 54.81%-33.8pp | 302.91%-281.9pp |
| Employer contribution / active EE | $1,217 | $1,325-8.2% | $987+23.3% | $4,762-74.5% |
| Participant deferral / active EE | $13,000 | $2,456+429.4% | $1,861+598.5% | $5,983+117.3% |
| Admin fee / account holder | $246 | $3,710-93.4% | $2,859-91.4% | $11,248-97.8% |