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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 | $38,071 | $49,199-22.6% | $121,204-68.6% | $75,173-49.4% |
| Participation rate | 29.4% | 55.4%-26.0pp | 69.5%-40.1pp | 67.2%-37.8pp |
| Annual return | 24.83% | 56.04%-31.2pp | 987.18%-962.4pp | 160.72%-135.9pp |
| Employer contribution / active EE | $1,163 | $1,547-24.8% | $4,170-72.1% | $2,671-56.4% |
| Participant deferral / active EE | $3,155 | $2,630+20.0% | $4,083-22.7% | $4,126-23.5% |
| Admin fee / account holder | $95 | $3,946-97.6% | $5,651-98.3% | $5,651-98.3% |