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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 | $43,680 | $64,324-32.1% | $118,946-63.3% | $79,852-45.3% |
| Participation rate | 44.6% | 64.9%-20.3pp | 75.4%-30.8pp | 69.6%-25.1pp |
| Annual return | 16.12% | 86.45%-70.3pp | 35.89%-19.8pp | 31.72%-15.6pp |
| Employer contribution / active EE | $1,176 | $1,836-36.0% | $3,263-64.0% | $2,471-52.4% |
| Participant deferral / active EE | $2,224 | $2,824-21.2% | $4,266-47.9% | $3,740-40.5% |
| Admin fee / account holder | $4 | $4,040-99.9% | $6,581-99.9% | $5,306-99.9% |