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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 | $42,380 | $124,336-65.9% | $111,303-61.9% | $167,518-74.7% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 16.31% | 37.45%-21.1pp | 54.66%-38.4pp | 478.71%-462.4pp |
| Employer contribution / active EE | $1,331 | $3,436-61.3% | $2,731-51.3% | $4,838-72.5% |
| Participant deferral / active EE | $2,064 | $5,181-60.2% | $4,487-54.0% | $6,342-67.5% |
| Admin fee / account holder | $15 | $10,623-99.9% | $7,966-99.8% | $12,312-99.9% |