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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 | $11,510 | $81,233-85.8% | $155,567-92.6% | $80,874-85.8% |
| Participation rate | 42.4% | 66.2%-23.9pp | 78.2%-35.8pp | 67.6%-25.3pp |
| Annual return | 168.41% | 33.33%+135.1pp | 64.74%+103.7pp | 35.62%+132.8pp |
| Employer contribution / active EE | $564 | $3,101-81.8% | $4,674-87.9% | $2,756-79.5% |
| Participant deferral / active EE | $1,782 | $3,452-48.4% | $5,628-68.3% | $4,297-58.5% |
| Admin fee / account holder | $192 | $7,998-97.6% | $15,916-98.8% | $6,935-97.2% |