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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 | $31,922 | $76,551-58.3% | $123,894-74.2% | $62,881-49.2% |
| Participation rate | 69.4% | 73.0%-3.5pp | 81.4%-12.0pp | 69.3%+0.1pp |
| Annual return | 165.34% | 18.68%+146.7pp | 47.52%+117.8pp | 20.14%+145.2pp |
| Employer contribution / active EE | $1,653 | $2,882-42.7% | $4,617-64.2% | $2,281-27.5% |
| Participant deferral / active EE | $5,848 | $4,840+20.8% | $5,984-2.3% | $3,203+82.6% |
| Admin fee / account holder | $1 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |