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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 | $29,259 | $51,184-42.8% | $66,439-56.0% | $86,983-66.4% |
| Participation rate | 44.8% | 68.5%-23.7pp | 74.5%-29.7pp | 69.5%-24.7pp |
| Annual return | 23.75% | 17.07%+6.7pp | 757.66%-733.9pp | 25.83%-2.1pp |
| Employer contribution / active EE | $641 | $2,023-68.3% | $2,637-75.7% | $2,584-75.2% |
| Participant deferral / active EE | $1,873 | $2,927-36.0% | $3,876-51.7% | $4,194-55.3% |
| Admin fee / account holder | $127 | $4,154-97.0% | $6,173-97.9% | $7,856-98.4% |