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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 | $29,352 | $84,236-65.2% | $170,435-82.8% | $70,126-58.1% |
| Participation rate | 22.2% | 70.8%-48.6pp | 83.6%-61.4pp | 69.5%-47.3pp |
| Annual return | 34.25% | 23.06%+11.2pp | 205.94%-171.7pp | 73.15%-38.9pp |
| Employer contribution / active EE | $412 | $3,387-87.8% | $5,432-92.4% | $2,343-82.4% |
| Participant deferral / active EE | $1,594 | $3,086-48.3% | $4,939-67.7% | $3,332-52.2% |
| Admin fee / account holder | $54 | $5,698-99.1% | $13,881-99.6% | $4,645-98.8% |