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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 | $29,973 | $48,053-37.6% | $84,628-64.6% | $72,975-58.9% |
| Participation rate | 18.4% | 57.6%-39.2pp | 68.2%-49.9pp | 69.5%-51.1pp |
| Annual return | 153.00% | 37.39%+115.6pp | 258.80%-105.8pp | 81.01%+72.0pp |
| Employer contribution / active EE | $522 | $1,602-67.4% | $2,653-80.3% | $2,440-78.6% |
| Participant deferral / active EE | $1,196 | $2,681-55.4% | $3,900-69.3% | $3,608-66.8% |
| Admin fee / account holder | $75 | $3,395-97.8% | $4,914-98.5% | $5,124-98.5% |