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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 | $29,993 | $102,393-70.7% | $147,041-79.6% | $80,911-62.9% |
| Participation rate | 52.0% | 75.9%-23.9pp | 82.2%-30.2pp | 67.6%-15.6pp |
| Annual return | 12.96% | 134.95%-122.0pp | 419.21%-406.3pp | 35.63%-22.7pp |
| Employer contribution / active EE | $1,767 | $3,715-52.4% | $4,935-64.2% | $2,756-35.9% |
| Participant deferral / active EE | $3,927 | $6,647-40.9% | $8,071-51.3% | $4,297-8.6% |
| Admin fee / account holder | $95 | $7,943-98.8% | $13,006-99.3% | $6,935-98.6% |