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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 | $42,880 | $85,766-50.0% | $136,298-68.5% | $70,126-38.9% |
| Participation rate | 59.3% | 74.2%-14.9pp | 81.9%-22.7pp | 69.5%-10.3pp |
| Annual return | 19.90% | 31.46%-11.6pp | 5156.27%-5136.4pp | 73.15%-53.2pp |
| Employer contribution / active EE | $1,103 | $2,966-62.8% | $4,696-76.5% | $2,343-52.9% |
| Participant deferral / active EE | $2,746 | $5,051-45.6% | $6,247-56.0% | $3,332-17.6% |
| Admin fee / account holder | $145 | $5,421-97.3% | $9,244-98.4% | $4,645-96.9% |