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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 | $45,028 | $111,878-59.8% | $93,727-52.0% | $145,897-69.1% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.0pp | 80.3%-13.6pp |
| Annual return | 17.24% | 204.28%-187.0pp | 133.83%-116.6pp | 552.29%-535.0pp |
| Employer contribution / active EE | $1,821 | $3,092-41.1% | $2,421-24.8% | $4,663-61.0% |
| Participant deferral / active EE | $15,833 | $4,920+221.8% | $4,417+258.5% | $6,689+136.7% |
| Admin fee / account holder | $12 | $10,256-99.9% | $8,292-99.9% | $13,390-99.9% |