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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 | $51,214 | $63,346-19.2% | $92,239-44.5% | $70,124-27.0% |
| Participation rate | 37.3% | 68.7%-31.4pp | 76.5%-39.2pp | 69.5%-32.3pp |
| Annual return | 22.18% | 530.19%-508.0pp | 176.29%-154.1pp | 73.14%-51.0pp |
| Employer contribution / active EE | $1,017 | $2,471-58.9% | $3,680-72.4% | $2,342-56.6% |
| Participant deferral / active EE | $2,843 | $2,854-0.4% | $3,897-27.0% | $3,332-14.7% |
| Admin fee / account holder | $183 | $3,841-95.2% | $5,194-96.5% | $4,645-96.1% |