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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 | $42,896 | $232,540-81.6% | $185,117-76.8% | $147,586-70.9% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | 17.59% | 43.03%-25.4pp | 40.50%-22.9pp | 578.59%-561.0pp |
| Employer contribution / active EE | $1,250 | $5,195-75.9% | $4,182-70.1% | $4,876-74.4% |
| Participant deferral / active EE | $9,000 | $5,834+54.3% | $5,045+78.4% | $5,439+65.5% |
| Admin fee / account holder | $266 | $10,275-97.4% | $8,159-96.7% | $10,886-97.6% |