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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 | $99,053-36.0% | $88,179-28.1% | $138,895-54.4% |
| Participation rate | 46.2% | 74.2%-28.1pp | 69.1%-23.0pp | 79.9%-33.8pp |
| Annual return | 22.30% | 78.17%-55.9pp | 64.97%-42.7pp | 145.39%-123.1pp |
| Employer contribution / active EE | $1,078 | $2,882-62.6% | $2,549-57.7% | $4,194-74.3% |
| Participant deferral / active EE | $5,022 | $5,225-3.9% | $4,614+8.8% | $6,396-21.5% |
| Admin fee / account holder | $20 | $8,748-99.8% | $7,673-99.7% | $12,562-99.8% |