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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 | $66,292 | $83,337-20.5% | $67,834-2.3% | $273,972-75.8% |
| Participation rate | 33.3% | 76.4%-43.1pp | 68.8%-35.5pp | 83.0%-49.7pp |
| Annual return | 41.96% | 259.45%-217.5pp | 138.47%-96.5pp | 41.46%+0.5pp |
| Employer contribution / active EE | $1,355 | $3,287-58.8% | $2,403-43.6% | $4,869-72.2% |
| Participant deferral / active EE | $2,420 | $4,088-40.8% | $3,160-23.4% | $5,287-54.2% |
| Admin fee / account holder | $7 | $6,752-99.9% | $4,622-99.8% | $10,133-99.9% |