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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 | $46,425 | $103,000-54.9% | $90,300-48.6% | $152,885-69.6% |
| Participation rate | 53.3% | 75.9%-22.5pp | 73.3%-19.9pp | 82.5%-29.1pp |
| Annual return | 18.83% | 95.19%-76.4pp | 78.11%-59.3pp | 345.39%-326.6pp |
| Employer contribution / active EE | $1,268 | $3,138-59.6% | $2,854-55.6% | $4,763-73.4% |
| Participant deferral / active EE | $2,056 | $4,281-52.0% | $3,884-47.1% | $5,851-64.9% |
| Admin fee / account holder | $244 | $6,173-96.0% | $5,353-95.4% | $11,598-97.9% |