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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 | $38,945 | $53,128-26.7% | $86,582-55.0% | $70,126-44.5% |
| Participation rate | 55.2% | 65.3%-10.1pp | 73.5%-18.4pp | 69.5%-14.4pp |
| Annual return | 82.75% | 27.66%+55.1pp | 965.08%-882.3pp | 73.15%+9.6pp |
| Employer contribution / active EE | $1,652 | $2,068-20.1% | $2,839-41.8% | $2,343-29.5% |
| Participant deferral / active EE | $2,860 | $2,695+6.1% | $3,609-20.8% | $3,332-14.2% |
| Admin fee / account holder | $75 | $3,584-97.9% | $4,904-98.5% | $4,645-98.4% |