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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 | $63,390 | $108,882-41.8% | $96,754-34.5% | $154,746-59.0% |
| Participation rate | 46.2% | 75.1%-28.9pp | 70.3%-24.1pp | 80.7%-34.5pp |
| Annual return | 22.30% | 98.39%-76.1pp | 82.04%-59.7pp | 172.34%-150.0pp |
| Employer contribution / active EE | $1,078 | $3,018-64.3% | $2,679-59.8% | $4,379-75.4% |
| Participant deferral / active EE | $5,022 | $5,323-5.7% | $4,758+5.5% | $6,730-25.4% |
| Admin fee / account holder | $20 | $10,200-99.8% | $8,905-99.8% | $14,365-99.9% |