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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 | $18,959 | $85,060-77.7% | $70,548-73.1% | $139,456-86.4% |
| Participation rate | 40.0% | 73.9%-33.9pp | 68.3%-28.3pp | 80.3%-40.3pp |
| Annual return | 41.75% | 30.38%+11.4pp | 32.78%+9.0pp | 373.45%-331.7pp |
| Employer contribution / active EE | $922 | $3,911-76.4% | $2,975-69.0% | $4,753-80.6% |
| Participant deferral / active EE | $3,693 | $5,890-37.3% | $4,567-19.1% | $6,711-45.0% |
| Admin fee / account holder | $68 | $8,925-99.2% | $6,424-98.9% | $11,407-99.4% |