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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 | $23,107 | $56,116-58.8% | $135,768-83.0% | $86,983-73.4% |
| Participation rate | 61.3% | 60.1%+1.2pp | 71.1%-9.8pp | 69.5%-8.3pp |
| Annual return | 28.10% | 125.33%-97.2pp | 526.10%-498.0pp | 25.83%+2.3pp |
| Employer contribution / active EE | $1,016 | $1,528-33.5% | $3,394-70.1% | $2,584-60.7% |
| Participant deferral / active EE | $2,435 | $2,690-9.5% | $3,977-38.8% | $4,194-41.9% |
| Admin fee / account holder | $294 | $4,314-93.2% | $7,048-95.8% | $7,856-96.3% |