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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 | $43,830 | $115,814-62.2% | $101,275-56.7% | $158,982-72.4% |
| Participation rate | 69.2% | 79.4%-10.1pp | 75.8%-6.6pp | 82.0%-12.7pp |
| Annual return | 21.96% | 56.16%-34.2pp | 46.48%-24.5pp | 302.99%-281.0pp |
| Employer contribution / active EE | $1,370 | $4,176-67.2% | $3,660-62.6% | $4,763-71.2% |
| Participant deferral / active EE | $4,456 | $4,958-10.1% | $4,371+2.0% | $5,983-25.5% |
| Admin fee / account holder | $218 | $7,249-97.0% | $5,948-96.3% | $11,252-98.1% |