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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 | $34,039 | $102,638-66.8% | $81,991-58.5% | $158,966-78.6% |
| Participation rate | 59.1% | 75.5%-16.4pp | 69.3%-10.2pp | 82.0%-22.9pp |
| Annual return | 19.95% | 61.05%-41.1pp | 41.31%-21.4pp | 302.95%-283.0pp |
| Employer contribution / active EE | $1,295 | $3,241-60.0% | $2,498-48.2% | $4,762-72.8% |
| Participant deferral / active EE | $8,274 | $4,649+78.0% | $3,722+122.3% | $5,983+38.3% |
| Admin fee / account holder | $232 | $8,237-97.2% | $5,665-95.9% | $11,250-97.9% |