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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 | $20,855 | $39,028-46.6% | $80,741-74.2% | $85,856-75.7% |
| Participation rate | 33.3% | 41.6%-8.2pp | 54.2%-20.8pp | 69.3%-36.0pp |
| Annual return | 33.76% | 26.31%+7.4pp | 87.30%-53.5pp | 318.58%-284.8pp |
| Employer contribution / active EE | $618 | $722-14.5% | $1,160-46.8% | $2,565-75.9% |
| Participant deferral / active EE | $2,082 | $1,326+57.0% | $2,145-2.9% | $3,952-47.3% |
| Admin fee / account holder | $287 | $2,429-88.2% | $3,380-91.5% | $6,261-95.4% |