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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 | $27,352 | $112,935-75.8% | $90,970-69.9% | $158,966-82.8% |
| Participation rate | 45.5% | 74.7%-29.3pp | 69.0%-23.6pp | 82.0%-36.5pp |
| Annual return | 35.12% | 215.79%-180.7pp | 134.58%-99.5pp | 302.95%-267.8pp |
| Employer contribution / active EE | $1,018 | $2,895-64.8% | $2,122-52.0% | $4,762-78.6% |
| Participant deferral / active EE | $3,413 | $4,129-17.3% | $3,373+1.2% | $5,983-42.9% |
| Admin fee / account holder | $161 | $8,045-98.0% | $5,960-97.3% | $11,250-98.6% |