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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 | $38,622 | $115,814-66.7% | $101,275-61.9% | $158,982-75.7% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 14.53% | 56.16%-41.6pp | 46.48%-32.0pp | 302.99%-288.5pp |
| Employer contribution / active EE | $1,076 | $4,176-74.2% | $3,660-70.6% | $4,763-77.4% |
| Participant deferral / active EE | $3,881 | $4,958-21.7% | $4,371-11.2% | $5,983-35.1% |
| Admin fee / account holder | $154 | $7,249-97.9% | $5,948-97.4% | $11,252-98.6% |