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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 | $24,391 | $105,960-77.0% | $81,726-70.2% | $158,982-84.7% |
| Participation rate | 57.1% | 75.6%-18.5pp | 72.0%-14.9pp | 82.0%-24.8pp |
| Annual return | 32.83% | 38.19%-5.4pp | 29.49%+3.3pp | 302.99%-270.2pp |
| Employer contribution / active EE | $1,701 | $7,805-78.2% | $4,311-60.6% | $4,763-64.3% |
| Participant deferral / active EE | $4,480 | $13,011-65.6% | $7,108-37.0% | $5,983-25.1% |
| Admin fee / account holder | $19 | $8,494-99.8% | $5,160-99.6% | $11,252-99.8% |