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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 | $41,175 | $108,897-62.2% | $100,378-59.0% | $145,877-71.8% |
| Participation rate | 62.5% | 83.0%-20.5pp | 81.5%-19.0pp | 80.3%-17.8pp |
| Annual return | 11.43% | 58.17%-46.7pp | 49.41%-38.0pp | 551.28%-539.9pp |
| Employer contribution / active EE | $1,221 | $4,420-72.4% | $3,942-69.0% | $4,663-73.8% |
| Participant deferral / active EE | $4,495 | $8,455-46.8% | $8,087-44.4% | $6,691-32.8% |
| Admin fee / account holder | $270 | $9,690-97.2% | $7,899-96.6% | $13,402-98.0% |