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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 | $26,978 | $102,382-73.6% | $147,005-81.6% | $80,874-66.6% |
| Participation rate | 43.2% | 75.8%-32.7pp | 82.2%-39.0pp | 67.6%-24.5pp |
| Annual return | 17.83% | 134.89%-117.1pp | 418.76%-400.9pp | 35.62%-17.8pp |
| Employer contribution / active EE | $1,860 | $3,715-49.9% | $4,934-62.3% | $2,756-32.5% |
| Participant deferral / active EE | $2,608 | $6,646-60.8% | $8,070-67.7% | $4,297-39.3% |
| Admin fee / account holder | $198 | $7,942-97.5% | $13,006-98.5% | $6,935-97.1% |