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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 | $30,058 | $52,279-42.5% | $89,435-66.4% | $79,856-62.4% |
| Participation rate | 31.7% | 57.5%-25.8pp | 68.0%-36.3pp | 69.6%-37.9pp |
| Annual return | 25.13% | 22.16%+3.0pp | 245.55%-220.4pp | 31.71%-6.6pp |
| Employer contribution / active EE | $637 | $1,572-59.5% | $2,587-75.4% | $2,471-74.2% |
| Participant deferral / active EE | $2,236 | $2,740-18.4% | $3,890-42.5% | $3,741-40.2% |
| Admin fee / account holder | $100 | $3,356-97.0% | $4,884-97.9% | $5,306-98.1% |