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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 | $103,008-54.9% | $90,304-48.6% | $152,897-69.6% |
| Participation rate | 53.3% | 75.9%-22.5pp | 73.3%-19.9pp | 82.5%-29.1pp |
| Annual return | 18.83% | 95.22%-76.4pp | 78.13%-59.3pp | 345.43%-326.6pp |
| Employer contribution / active EE | $1,268 | $3,139-59.6% | $2,855-55.6% | $4,764-73.4% |
| Participant deferral / active EE | $2,056 | $4,281-52.0% | $3,885-47.1% | $5,851-64.9% |
| Admin fee / account holder | $244 | $6,175-96.1% | $5,354-95.4% | $11,599-97.9% |