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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 | $51,246 | $98,760-48.1% | $149,715-65.8% | $79,858-35.8% |
| Participation rate | 30.2% | 75.8%-45.5pp | 82.5%-52.2pp | 69.6%-39.4pp |
| Annual return | 17.61% | 27.43%-9.8pp | 276.66%-259.1pp | 31.72%-14.1pp |
| Employer contribution / active EE | $1,437 | $3,217-55.3% | $4,645-69.1% | $2,471-41.8% |
| Participant deferral / active EE | $3,220 | $5,681-43.3% | $6,842-52.9% | $3,740-13.9% |
| Admin fee / account holder | $7 | $6,053-99.9% | $9,310-99.9% | $5,306-99.9% |