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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 | $72,789 | $102,429-28.9% | $147,096-50.5% | $80,925-10.1% |
| Participation rate | 44.8% | 75.9%-31.0pp | 82.2%-37.4pp | 67.7%-22.8pp |
| Annual return | 40.11% | 135.02%-94.9pp | 419.75%-379.6pp | 35.65%+4.5pp |
| Employer contribution / active EE | $2,169 | $3,716-41.6% | $4,936-56.1% | $2,756-21.3% |
| Participant deferral / active EE | $4,640 | $6,649-30.2% | $8,071-42.5% | $4,299+7.9% |
| Admin fee / account holder | $146 | $7,957-98.2% | $13,005-98.9% | $6,940-97.9% |