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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 | $43,529 | $84,236-48.3% | $170,435-74.5% | $70,126-37.9% |
| Participation rate | 64.6% | 70.8%-6.2pp | 83.6%-19.0pp | 69.5%-4.9pp |
| Annual return | 41.85% | 23.06%+18.8pp | 205.94%-164.1pp | 73.15%-31.3pp |
| Employer contribution / active EE | $1,982 | $3,387-41.5% | $5,432-63.5% | $2,343-15.4% |
| Participant deferral / active EE | $889 | $3,086-71.2% | $4,939-82.0% | $3,332-73.3% |
| Admin fee / account holder | $175 | $5,698-96.9% | $13,881-98.7% | $4,645-96.2% |