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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 | $29,365 | $131,835-77.7% | $108,582-73.0% | $273,972-89.3% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 74.61% | -91.57%+166.2pp | -51.70%+126.3pp | 41.46%+33.2pp |
| Employer contribution / active EE | $1,666 | $4,913-66.1% | $3,758-55.7% | $4,869-65.8% |
| Participant deferral / active EE | $3,989 | $5,127-22.2% | $4,311-7.5% | $5,287-24.6% |
| Admin fee / account holder | $239 | $10,253-97.7% | $7,645-96.9% | $10,133-97.6% |