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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 | $65,042 | $49,896+30.4% | $80,627-19.3% | $75,173-13.5% |
| Participation rate | 35.2% | 55.3%-20.2pp | 67.0%-31.8pp | 67.2%-32.0pp |
| Annual return | 17.00% | 34.67%-17.7pp | 936.76%-919.8pp | 160.72%-143.7pp |
| Employer contribution / active EE | $1,328 | $1,699-21.8% | $2,723-51.2% | $2,671-50.3% |
| Participant deferral / active EE | $2,554 | $2,992-14.6% | $4,443-42.5% | $4,126-38.1% |
| Admin fee / account holder | $266 | $3,578-92.6% | $5,381-95.1% | $5,651-95.3% |