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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 | $28,939 | $95,415-69.7% | $185,851-84.4% | $85,851-66.3% |
| Participation rate | 36.4% | 68.8%-32.4pp | 81.7%-45.3pp | 69.3%-33.0pp |
| Annual return | 15.99% | 23.59%-7.6pp | 122.11%-106.1pp | 318.63%-302.6pp |
| Employer contribution / active EE | $907 | $3,314-72.6% | $5,168-82.5% | $2,565-64.6% |
| Participant deferral / active EE | $2,105 | $3,424-38.5% | $5,569-62.2% | $3,952-46.7% |
| Admin fee / account holder | $75 | $7,215-99.0% | $16,245-99.5% | $6,261-98.8% |