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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 | $20,088 | $108,226-81.4% | $77,513-74.1% | $158,950-87.4% |
| Participation rate | 31.8% | 64.4%-32.6pp | 54.2%-22.4pp | 82.0%-50.1pp |
| Annual return | 39.43% | 31.67%+7.8pp | 54.81%-15.4pp | 302.91%-263.5pp |
| Employer contribution / active EE | $825 | $1,325-37.7% | $987-16.4% | $4,762-82.7% |
| Participant deferral / active EE | $1,557 | $2,456-36.6% | $1,861-16.4% | $5,983-74.0% |
| Admin fee / account holder | $37 | $3,710-99.0% | $2,859-98.7% | $11,248-99.7% |