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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 | $19,901 | $63,346-68.6% | $92,240-78.4% | $70,126-71.6% |
| Participation rate | 41.0% | 68.7%-27.6pp | 76.5%-35.5pp | 69.5%-28.5pp |
| Annual return | 17.05% | 530.19%-513.1pp | 176.29%-159.2pp | 73.15%-56.1pp |
| Employer contribution / active EE | $1,175 | $2,471-52.5% | $3,680-68.1% | $2,343-49.8% |
| Participant deferral / active EE | $2,048 | $2,854-28.2% | $3,897-47.4% | $3,332-38.5% |
| Admin fee / account holder | $174 | $3,841-95.5% | $5,194-96.6% | $4,645-96.2% |