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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 | $23,195 | $110,551-79.0% | $80,741-71.3% | $167,536-86.2% |
| Participation rate | 54.2% | 64.0%-9.8pp | 54.2%0pp | 82.1%-27.9pp |
| Annual return | 20.90% | 120.57%-99.7pp | 87.30%-66.4pp | 478.82%-457.9pp |
| Employer contribution / active EE | $1,164 | $1,543-24.5% | $1,160+0.4% | $4,839-75.9% |
| Participant deferral / active EE | $2,728 | $2,870-5.0% | $2,145+27.2% | $6,342-57.0% |
| Admin fee / account holder | $227 | $4,547-95.0% | $3,380-93.3% | $12,315-98.2% |