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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 | $69,282 | $103,392-33.0% | $87,104-20.5% | $152,897-54.7% |
| Participation rate | 42.9% | 79.4%-36.5pp | 76.9%-34.0pp | 82.5%-39.6pp |
| Annual return | 24.36% | 28.10%-3.7pp | 28.19%-3.8pp | 345.43%-321.1pp |
| Employer contribution / active EE | $890 | $3,221-72.4% | $2,521-64.7% | $4,764-81.3% |
| Participant deferral / active EE | $6,757 | $4,778+41.4% | $4,048+66.9% | $5,851+15.5% |
| Admin fee / account holder | $268 | $12,194-97.8% | $7,491-96.4% | $11,599-97.7% |