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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 | $67,019 | $107,368-37.6% | $92,915-27.9% | $152,909-56.2% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.5%-22.5pp |
| Annual return | 19.76% | 145.64%-125.9pp | 109.45%-89.7pp | 345.46%-325.7pp |
| Employer contribution / active EE | $1,156 | $4,222-72.6% | $3,653-68.3% | $4,764-75.7% |
| Participant deferral / active EE | $4,946 | $4,848+2.0% | $4,238+16.7% | $5,851-15.5% |
| Admin fee / account holder | $294 | $7,082-95.9% | $5,796-94.9% | $11,601-97.5% |