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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 | $12,421 | $76,407-83.7% | $150,298-91.7% | $82,448-84.9% |
| Participation rate | 45.0% | 66.4%-21.4pp | 77.8%-32.8pp | 68.1%-23.1pp |
| Annual return | 91.87% | 39.99%+51.9pp | 62.79%+29.1pp | 41.64%+50.2pp |
| Employer contribution / active EE | $1,336 | $2,614-48.9% | $4,154-67.8% | $2,551-47.6% |
| Participant deferral / active EE | $1,639 | $3,214-49.0% | $5,453-69.9% | $4,139-60.4% |
| Admin fee / account holder | $273 | $6,352-95.7% | $14,116-98.1% | $7,234-96.2% |