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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 | $28,362 | $157,304-82.0% | $141,197-79.9% | $152,909-81.5% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 16.08% | 64.34%-48.3pp | 71.41%-55.3pp | 345.46%-329.4pp |
| Employer contribution / active EE | $7,918 | $5,263+50.5% | $4,736+67.2% | $4,764+66.2% |
| Participant deferral / active EE | $4,002 | $7,111-43.7% | $6,710-40.4% | $5,851-31.6% |
| Admin fee / account holder | $195 | $12,126-98.4% | $10,265-98.1% | $11,601-98.3% |