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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 | $52,353-55.9% | $120,225-80.8% | $82,448-72.0% |
| Participation rate | 61.3% | 58.3%+3.0pp | 69.6%-8.3pp | 68.1%-6.8pp |
| Annual return | 28.10% | 61.85%-33.7pp | 439.23%-411.1pp | 41.64%-13.5pp |
| Employer contribution / active EE | $1,016 | $1,510-32.7% | $3,475-70.8% | $2,551-60.2% |
| Participant deferral / active EE | $2,435 | $2,627-7.3% | $3,999-39.1% | $4,139-41.2% |
| Admin fee / account holder | $294 | $4,363-93.3% | $5,696-94.8% | $7,234-95.9% |