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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 | $43,865 | $157,304-72.1% | $141,197-68.9% | $152,909-71.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 25.24% | 64.34%-39.1pp | 71.41%-46.2pp | 345.46%-320.2pp |
| Employer contribution / active EE | $1,426 | $5,263-72.9% | $4,736-69.9% | $4,764-70.1% |
| Participant deferral / active EE | $5,065 | $7,111-28.8% | $6,710-24.5% | $5,851-13.4% |
| Admin fee / account holder | $215 | $12,126-98.2% | $10,265-97.9% | $11,601-98.2% |