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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 | $34,309 | $127,387-73.1% | $115,038-70.2% | $125,389-72.6% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | 175.83% | 31.28%+144.6pp | 26.14%+149.7pp | 282.24%-106.4pp |
| Employer contribution / active EE | $1,849 | $5,166-64.2% | $4,608-59.9% | $4,866-62.0% |
| Participant deferral / active EE | $4,547 | $6,423-29.2% | $6,026-24.5% | $5,352-15.0% |
| Admin fee / account holder | $208 | $9,516-97.8% | $8,175-97.5% | $9,541-97.8% |