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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 | $41,689 | $108,942-61.7% | $100,415-58.5% | $145,897-71.4% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 14.74% | 58.27%-43.5pp | 49.47%-34.7pp | 552.29%-537.6pp |
| Employer contribution / active EE | $1,692 | $4,422-61.7% | $3,943-57.1% | $4,663-63.7% |
| Participant deferral / active EE | $4,525 | $8,461-46.5% | $8,091-44.1% | $6,689-32.4% |
| Admin fee / account holder | $124 | $9,702-98.7% | $7,906-98.4% | $13,390-99.1% |