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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 | $38,031 | $117,859-67.7% | $102,438-62.9% | $145,959-73.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 12.45% | 31.72%-19.3pp | 29.37%-16.9pp | 561.95%-549.5pp |
| Employer contribution / active EE | $1,533 | $3,615-57.6% | $3,024-49.3% | $4,661-67.1% |
| Participant deferral / active EE | $1,916 | $5,732-66.6% | $5,054-62.1% | $6,689-71.4% |
| Admin fee / account holder | $161 | $13,318-98.8% | $9,448-98.3% | $13,398-98.8% |