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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 | $41,857 | $100,139-58.2% | $85,187-50.9% | $145,884-71.3% |
| Participation rate | 31.3% | 74.1%-42.8pp | 67.5%-36.3pp | 80.3%-49.1pp |
| Annual return | 63.54% | 84.15%-20.6pp | 66.67%-3.1pp | 551.85%-488.3pp |
| Employer contribution / active EE | $1,963 | $3,238-39.4% | $2,732-28.2% | $4,662-57.9% |
| Participant deferral / active EE | $4,158 | $5,296-21.5% | $4,525-8.1% | $6,690-37.8% |
| Admin fee / account holder | $113 | $7,262-98.4% | $6,162-98.2% | $13,392-99.2% |