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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 | $76,483 | $85,171-10.2% | $172,753-55.7% | $72,976+4.8% |
| Participation rate | 39.0% | 70.1%-31.0pp | 82.6%-43.6pp | 69.5%-30.5pp |
| Annual return | 31.31% | 27.32%+4.0pp | 803.00%-771.7pp | 81.02%-49.7pp |
| Employer contribution / active EE | $749 | $3,324-77.5% | $5,144-85.4% | $2,440-69.3% |
| Participant deferral / active EE | $1,470 | $3,260-54.9% | $5,198-71.7% | $3,608-59.3% |
| Admin fee / account holder | $180 | $5,880-96.9% | $13,956-98.7% | $5,124-96.5% |