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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 | $57,072 | $83,369-31.5% | $105,223-45.8% | $67,986-16.1% |
| Participation rate | 40.5% | 56.3%-15.8pp | 75.0%-34.5pp | 57.2%-16.7pp |
| Annual return | 20.07% | 24.64%-4.6pp | 180.65%-160.6pp | 31.67%-11.6pp |
| Employer contribution / active EE | $781 | $2,541-69.3% | $3,689-78.8% | $2,019-61.3% |
| Participant deferral / active EE | $2,646 | $3,295-19.7% | $5,072-47.8% | $3,358-21.2% |
| Admin fee / account holder | $10 | $4,073-99.8% | $8,859-99.9% | $3,203-99.7% |