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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 | $52,230 | $125,237-58.3% | $105,608-50.5% | $145,877-64.2% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 10.14% | 225.76%-215.6pp | 116.50%-106.4pp | 551.28%-541.1pp |
| Employer contribution / active EE | $1,316 | $3,720-64.6% | $3,167-58.4% | $4,663-71.8% |
| Participant deferral / active EE | $2,012 | $5,711-64.8% | $5,010-59.8% | $6,691-69.9% |
| Admin fee / account holder | $262 | $17,287-98.5% | $11,028-97.6% | $13,402-98.0% |