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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 | $73,350 | $111,878-34.4% | $93,727-21.7% | $145,897-49.7% |
| Participation rate | 47.6% | 74.2%-26.6pp | 68.7%-21.1pp | 80.3%-32.7pp |
| Annual return | 12.99% | 204.28%-191.3pp | 133.83%-120.8pp | 552.29%-539.3pp |
| Employer contribution / active EE | $968 | $3,092-68.7% | $2,421-60.0% | $4,663-79.2% |
| Participant deferral / active EE | $4,459 | $4,920-9.4% | $4,417+0.9% | $6,689-33.3% |
| Admin fee / account holder | $206 | $10,256-98.0% | $8,292-97.5% | $13,390-98.5% |