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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 | $18,577 | $99,345-81.3% | $84,753-78.1% | $273,972-93.2% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 106.39% | 22.93%+83.5pp | 22.78%+83.6pp | 41.46%+64.9pp |
| Employer contribution / active EE | $1,032 | $4,214-75.5% | $3,574-71.1% | $4,869-78.8% |
| Participant deferral / active EE | $5,110 | $4,270+19.7% | $3,712+37.7% | $5,287-3.4% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |