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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 | $50,265 | $103,008-51.2% | $90,304-44.3% | $152,897-67.1% |
| Participation rate | 55.6% | 75.9%-20.3pp | 73.3%-17.7pp | 82.5%-26.9pp |
| Annual return | 20.27% | 95.22%-75.0pp | 78.13%-57.9pp | 345.43%-325.2pp |
| Employer contribution / active EE | $1,781 | $3,139-43.3% | $2,855-37.6% | $4,764-62.6% |
| Participant deferral / active EE | $4,962 | $4,281+15.9% | $3,885+27.7% | $5,851-15.2% |
| Admin fee / account holder | $61 | $6,175-99.0% | $5,354-98.9% | $11,599-99.5% |