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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 | $27,947 | $98,766-71.7% | $149,730-81.3% | $79,852-65.0% |
| Participation rate | 57.8% | 75.8%-18.0pp | 82.5%-24.7pp | 69.6%-11.8pp |
| Annual return | 22.54% | 27.43%-4.9pp | 276.70%-254.2pp | 31.72%-9.2pp |
| Employer contribution / active EE | $1,957 | $3,217-39.2% | $4,645-57.9% | $2,471-20.8% |
| Participant deferral / active EE | $3,505 | $5,681-38.3% | $6,843-48.8% | $3,740-6.3% |
| Admin fee / account holder | $93 | $6,052-98.5% | $9,310-99.0% | $5,306-98.2% |