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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 | $24,014 | $115,225-79.2% | $100,712-76.2% | $138,895-82.7% |
| Participation rate | 40.0% | 74.3%-34.3pp | 69.3%-29.3pp | 79.9%-39.9pp |
| Annual return | 289.91% | 40.35%+249.6pp | 33.27%+256.6pp | 145.39%+144.5pp |
| Employer contribution / active EE | $2,116 | $2,771-23.6% | $2,313-8.5% | $4,194-49.5% |
| Participant deferral / active EE | $2,584 | $4,699-45.0% | $4,085-36.7% | $6,396-59.6% |
| Admin fee / account holder | $182 | $10,844-98.3% | $9,256-98.0% | $12,562-98.6% |