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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 | $40,069 | $108,911-63.2% | $100,392-60.1% | $145,884-72.5% |
| Participation rate | 58.8% | 83.0%-24.1pp | 81.5%-22.7pp | 80.3%-21.5pp |
| Annual return | 15.47% | 58.23%-42.8pp | 49.45%-34.0pp | 551.85%-536.4pp |
| Employer contribution / active EE | $1,352 | $4,420-69.4% | $3,941-65.7% | $4,662-71.0% |
| Participant deferral / active EE | $3,517 | $8,459-58.4% | $8,090-56.5% | $6,690-47.4% |
| Admin fee / account holder | $263 | $9,698-97.3% | $7,904-96.7% | $13,392-98.0% |