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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 | $27,741 | $61,391-54.8% | $149,723-81.5% | $71,529-61.2% |
| Participation rate | 39.4% | 62.5%-23.1pp | 78.8%-39.4pp | 67.9%-28.5pp |
| Annual return | 62.75% | 35.88%+26.9pp | 134.50%-71.7pp | 28.97%+33.8pp |
| Employer contribution / active EE | $1,020 | $2,384-57.2% | $4,821-78.8% | $2,590-60.6% |
| Participant deferral / active EE | $1,932 | $2,921-33.9% | $5,682-66.0% | $4,291-55.0% |
| Admin fee / account holder | $11 | $1,264-99.1% | $13,215-99.9% | $1,588-99.3% |