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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 | $49,563 | $58,726-15.6% | $92,240-46.3% | $62,293-20.4% |
| Participation rate | 42.6% | 68.3%-25.8pp | 76.5%-33.9pp | 69.5%-26.9pp |
| Annual return | 16.97% | 43.62%-26.6pp | 176.29%-159.3pp | 28.90%-11.9pp |
| Employer contribution / active EE | $1,787 | $2,392-25.3% | $3,680-51.4% | $2,042-12.5% |
| Participant deferral / active EE | $3,046 | $2,766+10.1% | $3,897-21.8% | $3,169-3.9% |
| Admin fee / account holder | $64 | $556-88.6% | $5,194-98.8% | $479-86.7% |