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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 | $29,855 | $107,368-72.2% | $92,915-67.9% | $152,909-80.5% |
| Participation rate | 54.5% | 79.8%-25.2pp | 76.0%-21.5pp | 82.5%-27.9pp |
| Annual return | 194.75% | 145.64%+49.1pp | 109.45%+85.3pp | 345.46%-150.7pp |
| Employer contribution / active EE | $1,283 | $4,222-69.6% | $3,653-64.9% | $4,764-73.1% |
| Participant deferral / active EE | $4,297 | $4,848-11.4% | $4,238+1.4% | $5,851-26.6% |
| Admin fee / account holder | $294 | $7,082-95.8% | $5,796-94.9% | $11,601-97.5% |