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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 | $24,425 | $90,486-73.0% | $78,676-69.0% | $273,972-91.1% |
| Participation rate | 40.0% | 76.5%-36.5pp | 73.6%-33.6pp | 83.0%-43.0pp |
| Annual return | 92.23% | 75.62%+16.6pp | 62.19%+30.0pp | 41.46%+50.8pp |
| Employer contribution / active EE | $1,397 | $3,175-56.0% | $2,850-51.0% | $4,869-71.3% |
| Participant deferral / active EE | $7,200 | $3,901+84.6% | $3,517+104.7% | $5,287+36.2% |
| Admin fee / account holder | $43 | $5,263-99.2% | $4,510-99.1% | $10,133-99.6% |