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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 | $43,578 | $115,814-62.4% | $101,275-57.0% | $158,982-72.6% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.8%-50.8pp | 82.0%-57.0pp |
| Annual return | 17.03% | 56.16%-39.1pp | 46.48%-29.4pp | 302.99%-286.0pp |
| Employer contribution / active EE | $1,623 | $4,176-61.1% | $3,660-55.7% | $4,763-65.9% |
| Participant deferral / active EE | $2,664 | $4,958-46.3% | $4,371-39.1% | $5,983-55.5% |
| Admin fee / account holder | $228 | $7,249-96.9% | $5,948-96.2% | $11,252-98.0% |