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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 | $81,358-85.9% | $155,556-92.6% | $80,959-85.8% |
| Participation rate | 42.4% | 66.3%-23.9pp | 78.2%-35.9pp | 67.7%-25.3pp |
| Annual return | 168.41% | 33.39%+135.0pp | 64.84%+103.6pp | 35.67%+132.7pp |
| Employer contribution / active EE | $564 | $3,106-81.8% | $4,675-87.9% | $2,757-79.5% |
| Participant deferral / active EE | $1,782 | $3,455-48.4% | $5,631-68.4% | $4,300-58.6% |
| Admin fee / account holder | $192 | $7,994-97.6% | $15,885-98.8% | $6,925-97.2% |