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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 | $24,864 | $104,251-76.2% | $91,004-72.7% | $147,585-83.2% |
| Participation rate | 56.5% | 78.2%-21.7pp | 75.6%-19.1pp | 82.8%-26.3pp |
| Annual return | 36.54% | 27.06%+9.5pp | 4.60%+31.9pp | 578.58%-542.0pp |
| Employer contribution / active EE | $1,175 | $3,116-62.3% | $2,456-52.2% | $4,876-75.9% |
| Participant deferral / active EE | $2,369 | $4,195-43.5% | $3,548-33.2% | $5,439-56.4% |
| Admin fee / account holder | $139 | $8,948-98.4% | $5,417-97.4% | $10,886-98.7% |