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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 | $22,695 | $84,518-73.1% | $67,704-66.5% | $125,389-81.9% |
| Participation rate | 66.7% | 74.8%-8.1pp | 67.5%-0.9pp | 83.2%-16.5pp |
| Annual return | 50.88% | 2.57%+48.3pp | 25.41%+25.5pp | 282.24%-231.4pp |
| Employer contribution / active EE | $1,328 | $3,292-59.7% | $2,559-48.1% | $4,866-72.7% |
| Participant deferral / active EE | $2,256 | $4,430-49.1% | $3,585-37.1% | $5,352-57.8% |
| Admin fee / account holder | $167 | $5,340-96.9% | $4,255-96.1% | $9,541-98.2% |