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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 | $46,566 | $91,179-48.9% | $178,499-73.9% | $79,852-41.7% |
| Participation rate | 59.4% | 69.2%-9.8pp | 81.9%-22.6pp | 69.6%-10.3pp |
| Annual return | 18.00% | 24.19%-6.2pp | 151.10%-133.1pp | 31.72%-13.7pp |
| Employer contribution / active EE | $1,153 | $3,256-64.6% | $5,011-77.0% | $2,471-53.3% |
| Participant deferral / active EE | $3,570 | $3,236+10.3% | $5,202-31.4% | $3,740-4.5% |
| Admin fee / account holder | $21 | $6,749-99.7% | $13,986-99.9% | $5,306-99.6% |