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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 | $19,244 | $95,406-79.8% | $185,849-89.6% | $85,847-77.6% |
| Participation rate | 42.7% | 68.8%-26.1pp | 81.7%-39.0pp | 69.3%-26.6pp |
| Annual return | 24.76% | 23.59%+1.2pp | 122.10%-97.3pp | 318.61%-293.8pp |
| Employer contribution / active EE | $1,017 | $3,314-69.3% | $5,169-80.3% | $2,565-60.3% |
| Participant deferral / active EE | $2,416 | $3,424-29.4% | $5,569-56.6% | $3,952-38.9% |
| Admin fee / account holder | $54 | $7,214-99.3% | $16,244-99.7% | $6,261-99.1% |