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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 | $44,506 | $95,383-53.3% | $185,837-76.1% | $85,856-48.2% |
| Participation rate | 45.6% | 68.8%-23.2pp | 81.7%-36.1pp | 69.3%-23.7pp |
| Annual return | 13.68% | 23.59%-9.9pp | 122.08%-108.4pp | 318.58%-304.9pp |
| Employer contribution / active EE | $1,479 | $3,313-55.4% | $5,168-71.4% | $2,565-42.3% |
| Participant deferral / active EE | $3,469 | $3,423+1.3% | $5,568-37.7% | $3,952-12.2% |
| Admin fee / account holder | $188 | $7,213-97.4% | $16,241-98.8% | $6,261-97.0% |