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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 | $61,912 | $154,209-59.9% | $130,062-52.4% | $139,487-55.6% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.5%-21.4pp | 80.3%-23.2pp |
| Annual return | 23.16% | 32.52%-9.4pp | -137.37%+160.5pp | 373.84%-350.7pp |
| Employer contribution / active EE | $1,664 | $5,292-68.6% | $4,322-61.5% | $4,755-65.0% |
| Participant deferral / active EE | $7,909 | $6,709+17.9% | $5,821+35.9% | $6,713+17.8% |
| Admin fee / account holder | $144 | $13,988-99.0% | $10,601-98.6% | $11,407-98.7% |