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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 | $45,074 | $64,324-29.9% | $118,946-62.1% | $79,858-43.6% |
| Participation rate | 43.3% | 64.9%-21.5pp | 75.4%-32.1pp | 69.6%-26.3pp |
| Annual return | 18.97% | 86.45%-67.5pp | 35.89%-16.9pp | 31.72%-12.7pp |
| Employer contribution / active EE | $1,218 | $1,836-33.7% | $3,263-62.7% | $2,471-50.7% |
| Participant deferral / active EE | $1,686 | $2,824-40.3% | $4,266-60.5% | $3,740-54.9% |
| Admin fee / account holder | $77 | $4,040-98.1% | $6,581-98.8% | $5,306-98.6% |