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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 | $49,408 | $118,695-58.4% | $98,916-50.1% | $158,950-68.9% |
| Participation rate | 50.0% | 77.8%-27.8pp | 76.0%-26.0pp | 82.0%-32.0pp |
| Annual return | 11.67% | 372.39%-360.7pp | 196.45%-184.8pp | 302.91%-291.2pp |
| Employer contribution / active EE | $1,504 | $3,333-54.9% | $2,689-44.1% | $4,762-68.4% |
| Participant deferral / active EE | $2,969 | $5,088-41.7% | $4,245-30.1% | $5,983-50.4% |
| Admin fee / account holder | $268 | $10,132-97.4% | $6,642-96.0% | $11,248-97.6% |