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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 | $45,702 | $103,000-55.6% | $90,300-49.4% | $152,885-70.1% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.5%-22.5pp |
| Annual return | 25.38% | 95.19%-69.8pp | 78.11%-52.7pp | 345.39%-320.0pp |
| Employer contribution / active EE | $1,676 | $3,138-46.6% | $2,854-41.3% | $4,763-64.8% |
| Participant deferral / active EE | $6,893 | $4,281+61.0% | $3,884+77.4% | $5,851+17.8% |
| Admin fee / account holder | $57 | $6,173-99.1% | $5,353-98.9% | $11,598-99.5% |