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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 | $12,378 | $108,212-88.6% | $77,513-84.0% | $158,966-92.2% |
| Participation rate | 38.1% | 64.4%-26.3pp | 54.2%-16.1pp | 82.0%-43.9pp |
| Annual return | 80.66% | 31.67%+49.0pp | 54.81%+25.8pp | 302.95%-222.3pp |
| Employer contribution / active EE | $578 | $1,325-56.4% | $987-41.4% | $4,762-87.9% |
| Participant deferral / active EE | $2,318 | $2,455-5.6% | $1,861+24.6% | $5,983-61.3% |
| Admin fee / account holder | $54 | $3,709-98.6% | $2,859-98.1% | $11,250-99.5% |