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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 | $20,920 | $49,896-58.1% | $80,627-74.1% | $75,173-72.2% |
| Participation rate | 25.0% | 55.3%-30.3pp | 67.0%-42.0pp | 67.2%-42.2pp |
| Annual return | 35.89% | 34.67%+1.2pp | 936.76%-900.9pp | 160.72%-124.8pp |
| Employer contribution / active EE | $1,299 | $1,699-23.5% | $2,723-52.3% | $2,671-51.4% |
| Participant deferral / active EE | $2,367 | $2,992-20.9% | $4,443-46.7% | $4,126-42.6% |
| Admin fee / account holder | $41 | $3,578-98.9% | $5,381-99.2% | $5,651-99.3% |