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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 | $44,974 | $107,030-58.0% | $73,550-38.9% | $147,586-69.5% |
| Participation rate | 10.0% | 66.4%-56.4pp | 54.9%-44.9pp | 82.8%-72.8pp |
| Annual return | 11.23% | 38.25%-27.0pp | -15.16%+26.4pp | 578.59%-567.4pp |
| Employer contribution / active EE | $390 | $1,760-77.9% | $1,219-68.0% | $4,876-92.0% |
| Participant deferral / active EE | $1,800 | $2,458-26.8% | $1,804-0.2% | $5,439-66.9% |
| Admin fee / account holder | $240 | $3,055-92.1% | $2,320-89.7% | $10,886-97.8% |