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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 | $53,475 | $48,053+11.3% | $84,628-36.8% | $72,975-26.7% |
| Participation rate | 17.5% | 57.6%-40.1pp | 68.2%-50.7pp | 69.5%-52.0pp |
| Annual return | 20.04% | 37.39%-17.3pp | 258.80%-238.8pp | 81.01%-61.0pp |
| Employer contribution / active EE | $366 | $1,602-77.1% | $2,653-86.2% | $2,440-85.0% |
| Participant deferral / active EE | $1,280 | $2,681-52.2% | $3,900-67.2% | $3,608-64.5% |
| Admin fee / account holder | $23 | $3,395-99.3% | $4,914-99.5% | $5,124-99.5% |