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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 | $35,017 | $63,346-44.7% | $92,240-62.0% | $70,126-50.1% |
| Participation rate | 34.3% | 68.7%-34.4pp | 76.5%-42.2pp | 69.5%-35.3pp |
| Annual return | 12.61% | 530.19%-517.6pp | 176.29%-163.7pp | 73.15%-60.5pp |
| Employer contribution / active EE | $1,057 | $2,471-57.2% | $3,680-71.3% | $2,343-54.9% |
| Participant deferral / active EE | $2,596 | $2,854-9.0% | $3,897-33.4% | $3,332-22.1% |
| Admin fee / account holder | $276 | $3,841-92.8% | $5,194-94.7% | $4,645-94.1% |