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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 | $102,393-28.9% | $147,041-50.5% | $80,911-10.0% |
| Participation rate | 44.8% | 75.9%-31.0pp | 82.2%-37.3pp | 67.6%-22.8pp |
| Annual return | 40.11% | 134.95%-94.8pp | 419.21%-379.1pp | 35.63%+4.5pp |
| Employer contribution / active EE | $2,169 | $3,715-41.6% | $4,935-56.1% | $2,756-21.3% |
| Participant deferral / active EE | $4,640 | $6,647-30.2% | $8,071-42.5% | $4,297+8.0% |
| Admin fee / account holder | $146 | $7,943-98.2% | $13,006-98.9% | $6,935-97.9% |