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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 | $33,748 | $102,429-67.1% | $147,096-77.1% | $80,925-58.3% |
| Participation rate | 36.2% | 75.9%-39.6pp | 82.2%-45.9pp | 67.7%-31.4pp |
| Annual return | 47.94% | 135.02%-87.1pp | 419.75%-371.8pp | 35.65%+12.3pp |
| Employer contribution / active EE | $1,144 | $3,716-69.2% | $4,936-76.8% | $2,756-58.5% |
| Participant deferral / active EE | $2,961 | $6,649-55.5% | $8,071-63.3% | $4,299-31.1% |
| Admin fee / account holder | $167 | $7,957-97.9% | $13,005-98.7% | $6,940-97.6% |