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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 | $20,216 | $110,307-81.7% | $96,576-79.1% | $139,456-85.5% |
| Participation rate | 37.5% | 78.1%-40.6pp | 76.0%-38.5pp | 80.3%-42.8pp |
| Annual return | 29.80% | 26.40%+3.4pp | 25.87%+3.9pp | 373.45%-343.6pp |
| Employer contribution / active EE | $1,169 | $3,619-67.7% | $2,965-60.6% | $4,753-75.4% |
| Participant deferral / active EE | $3,390 | $5,547-38.9% | $4,851-30.1% | $6,711-49.5% |
| Admin fee / account holder | $15 | $11,597-99.9% | $8,253-99.8% | $11,407-99.9% |