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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 | $40,375 | $96,508-58.2% | $75,901-46.8% | $152,897-73.6% |
| Participation rate | 63.6% | 76.2%-12.6pp | 69.3%-5.6pp | 82.5%-18.8pp |
| Annual return | 20.67% | 33.99%-13.3pp | 30.76%-10.1pp | 345.43%-324.8pp |
| Employer contribution / active EE | $2,428 | $3,310-26.6% | $2,501-2.9% | $4,764-49.0% |
| Participant deferral / active EE | $5,348 | $4,554+17.5% | $3,603+48.4% | $5,851-8.6% |
| Admin fee / account holder | $56 | $8,081-99.3% | $5,420-99.0% | $11,599-99.5% |