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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 | $39,109 | $99,921-60.9% | $85,009-54.0% | $145,959-73.2% |
| Participation rate | 45.5% | 74.1%-28.6pp | 67.5%-22.1pp | 80.3%-34.8pp |
| Annual return | 12.14% | 83.89%-71.7pp | 66.47%-54.3pp | 561.95%-549.8pp |
| Employer contribution / active EE | $1,555 | $3,233-51.9% | $2,728-43.0% | $4,661-66.6% |
| Participant deferral / active EE | $6,462 | $5,293+22.1% | $4,522+42.9% | $6,689-3.4% |
| Admin fee / account holder | $271 | $7,252-96.3% | $6,153-95.6% | $13,398-98.0% |