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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 | $27,174 | $149,741-81.9% | $118,914-77.1% | $158,982-82.9% |
| Participation rate | 57.9% | 82.1%-24.2pp | 75.4%-17.5pp | 82.0%-24.1pp |
| Annual return | 15.06% | 19.94%-4.9pp | 35.89%-20.8pp | 302.99%-287.9pp |
| Employer contribution / active EE | $1,026 | $4,119-75.1% | $3,264-68.6% | $4,763-78.5% |
| Participant deferral / active EE | $2,563 | $5,226-50.9% | $4,266-39.9% | $5,983-57.2% |
| Admin fee / account holder | $139 | $8,607-98.4% | $6,582-97.9% | $11,252-98.8% |