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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 | $27,114 | $91,198-70.3% | $178,503-84.8% | $79,856-66.0% |
| Participation rate | 35.7% | 69.2%-33.5pp | 81.9%-46.2pp | 69.6%-33.9pp |
| Annual return | 48.37% | 24.20%+24.2pp | 151.12%-102.8pp | 31.71%+16.7pp |
| Employer contribution / active EE | $2,164 | $3,257-33.6% | $5,011-56.8% | $2,471-12.4% |
| Participant deferral / active EE | $3,927 | $3,237+21.3% | $5,202-24.5% | $3,741+5.0% |
| Admin fee / account holder | $233 | $6,748-96.5% | $13,987-98.3% | $5,306-95.6% |