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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 | $11,559 | $69,252-83.3% | $64,099-82.0% | $139,456-91.7% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 32.91% | 45.89%-13.0pp | 33.70%-0.8pp | 373.45%-340.5pp |
| Employer contribution / active EE | $1,055 | $3,184-66.9% | $2,748-61.6% | $4,753-77.8% |
| Participant deferral / active EE | $1,664 | $4,683-64.5% | $3,881-57.1% | $6,711-75.2% |
| Admin fee / account holder | $230 | $4,248-94.6% | $3,070-92.5% | $11,407-98.0% |