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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 | $29,094 | $107,030-72.8% | $73,550-60.4% | $147,586-80.3% |
| Participation rate | 50.0% | 66.4%-16.4pp | 54.9%-4.9pp | 82.8%-32.8pp |
| Annual return | 18.13% | 38.25%-20.1pp | -15.16%+33.3pp | 578.59%-560.5pp |
| Employer contribution / active EE | $887 | $1,760-49.6% | $1,219-27.2% | $4,876-81.8% |
| Participant deferral / active EE | $3,497 | $2,458+42.3% | $1,804+93.8% | $5,439-35.7% |
| Admin fee / account holder | $278 | $3,055-90.9% | $2,320-88.0% | $10,886-97.4% |