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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 | $42,278 | $118,869-64.4% | $96,575-56.2% | $167,518-74.8% |
| Participation rate | 36.4% | 75.5%-39.1pp | 69.8%-33.5pp | 82.1%-45.7pp |
| Annual return | 18.82% | 50.49%-31.7pp | 37.79%-19.0pp | 478.71%-459.9pp |
| Employer contribution / active EE | $1,422 | $3,120-54.4% | $2,357-39.7% | $4,838-70.6% |
| Participant deferral / active EE | $5,356 | $4,616+16.0% | $3,849+39.2% | $6,342-15.5% |
| Admin fee / account holder | $128 | $8,067-98.4% | $6,182-97.9% | $12,312-99.0% |