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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 | $25,059 | $52,678-52.4% | $75,784-66.9% | $59,633-58.0% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.8%-25.8pp | 68.7%-18.7pp |
| Annual return | 59.69% | 2.95%+56.7pp | 9.68%+50.0pp | 2041.45%-1981.8pp |
| Employer contribution / active EE | $3,177 | $2,193+44.9% | $3,323-4.4% | $2,203+44.3% |
| Participant deferral / active EE | $6,893 | $2,591+166.1% | $3,652+88.8% | $3,192+116.0% |
| Admin fee / account holder | $245 | $3,610-93.2% | $5,300-95.4% | $4,297-94.3% |