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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 | $26,645 | $96,524-72.4% | $75,900-64.9% | $152,909-82.6% |
| Participation rate | 22.7% | 76.2%-53.5pp | 69.3%-46.6pp | 82.5%-59.7pp |
| Annual return | 31.15% | 33.93%-2.8pp | 30.73%+0.4pp | 345.46%-314.3pp |
| Employer contribution / active EE | $1,257 | $3,311-62.0% | $2,501-49.7% | $4,764-73.6% |
| Participant deferral / active EE | $2,085 | $4,554-54.2% | $3,604-42.2% | $5,851-64.4% |
| Admin fee / account holder | $161 | $8,082-98.0% | $5,421-97.0% | $11,601-98.6% |