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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 | $18,825 | $107,030-82.4% | $73,550-74.4% | $147,586-87.2% |
| Participation rate | 66.7% | 66.4%+0.3pp | 54.9%+11.7pp | 82.8%-16.2pp |
| Annual return | 21.77% | 38.25%-16.5pp | -15.16%+36.9pp | 578.59%-556.8pp |
| Employer contribution / active EE | $952 | $1,760-45.9% | $1,219-21.9% | $4,876-80.5% |
| Participant deferral / active EE | $3,835 | $2,458+56.0% | $1,804+112.5% | $5,439-29.5% |
| Admin fee / account holder | $27 | $3,055-99.1% | $2,320-98.8% | $10,886-99.7% |