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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 | $73,871 | $48,053+53.7% | $84,623-12.7% | $72,983+1.2% |
| Participation rate | 41.3% | 57.6%-16.3pp | 68.2%-26.9pp | 69.5%-28.2pp |
| Annual return | 24.84% | 37.39%-12.6pp | 258.77%-233.9pp | 81.01%-56.2pp |
| Employer contribution / active EE | $1,067 | $1,602-33.4% | $2,652-59.8% | $2,440-56.3% |
| Participant deferral / active EE | $2,439 | $2,681-9.0% | $3,899-37.5% | $3,608-32.4% |
| Admin fee / account holder | $58 | $3,395-98.3% | $4,913-98.8% | $5,124-98.9% |