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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 | $28,720 | $91,179-68.5% | $178,499-83.9% | $79,852-64.0% |
| Participation rate | 25.9% | 69.2%-43.3pp | 81.9%-56.0pp | 69.6%-43.7pp |
| Annual return | 44.86% | 24.19%+20.7pp | 151.10%-106.2pp | 31.72%+13.1pp |
| Employer contribution / active EE | $1,538 | $3,256-52.8% | $5,011-69.3% | $2,471-37.8% |
| Participant deferral / active EE | $2,873 | $3,236-11.2% | $5,202-44.8% | $3,740-23.2% |
| Admin fee / account holder | $18 | $6,749-99.7% | $13,986-99.9% | $5,306-99.7% |