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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 | $19,986 | $49,897-59.9% | $80,648-75.2% | $75,177-73.4% |
| Participation rate | 54.5% | 55.3%-0.8pp | 67.0%-12.5pp | 67.2%-12.7pp |
| Annual return | 119.78% | 34.68%+85.1pp | 937.21%-817.4pp | 160.75%-41.0pp |
| Employer contribution / active EE | $1,528 | $1,699-10.0% | $2,724-43.9% | $2,671-42.8% |
| Participant deferral / active EE | $3,452 | $2,992+15.4% | $4,443-22.3% | $4,126-16.3% |
| Admin fee / account holder | $256 | $3,579-92.9% | $5,382-95.2% | $5,651-95.5% |