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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 | $16,075 | $69,248-76.8% | $64,101-74.9% | $139,466-88.5% |
| Participation rate | 44.4% | 75.6%-31.2pp | 72.3%-27.9pp | 80.3%-35.9pp |
| Annual return | 79.34% | 45.95%+33.4pp | 33.72%+45.6pp | 373.66%-294.3pp |
| Employer contribution / active EE | $693 | $3,185-78.3% | $2,749-74.8% | $4,754-85.4% |
| Participant deferral / active EE | $2,587 | $4,682-44.7% | $3,881-33.3% | $6,712-61.5% |
| Admin fee / account holder | $167 | $4,247-96.1% | $3,070-94.6% | $11,409-98.5% |