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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 | $28,169 | $228,352-87.7% | $185,827-84.8% | $158,950-82.3% |
| Participation rate | 35.0% | 82.3%-47.3pp | 78.0%-43.0pp | 82.0%-47.0pp |
| Annual return | 194.38% | 40.81%+153.6pp | 35.96%+158.4pp | 302.91%-108.5pp |
| Employer contribution / active EE | $693 | $4,967-86.0% | $4,087-83.0% | $4,762-85.4% |
| Participant deferral / active EE | $2,861 | $6,416-55.4% | $5,633-49.2% | $5,983-52.2% |
| Admin fee / account holder | $20 | $11,867-99.8% | $9,502-99.8% | $11,248-99.8% |