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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 | $55,002 | $89,367-38.5% | $141,191-61.0% | $72,975-24.6% |
| Participation rate | 55.6% | 75.1%-19.6pp | 82.5%-26.9pp | 69.5%-13.9pp |
| Annual return | 24.67% | 111.87%-87.2pp | 71.41%-46.7pp | 81.01%-56.3pp |
| Employer contribution / active EE | $1,421 | $3,115-54.4% | $4,736-70.0% | $2,440-41.8% |
| Participant deferral / active EE | $2,759 | $5,419-49.1% | $6,710-58.9% | $3,608-23.5% |
| Admin fee / account holder | $26 | $5,957-99.6% | $10,264-99.7% | $5,124-99.5% |