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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 | $27,276 | $118,496-77.0% | $98,461-72.3% | $139,466-80.4% |
| Participation rate | 50.0% | 77.5%-27.5pp | 75.2%-25.2pp | 80.3%-30.3pp |
| Annual return | 34.33% | 18.96%+15.4pp | 21.17%+13.2pp | 373.66%-339.3pp |
| Employer contribution / active EE | $1,051 | $3,611-70.9% | $3,049-65.5% | $4,754-77.9% |
| Participant deferral / active EE | $2,665 | $5,393-50.6% | $4,738-43.8% | $6,712-60.3% |
| Admin fee / account holder | $223 | $14,056-98.4% | $8,961-97.5% | $11,409-98.0% |