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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 | $28,159 | $107,363-73.8% | $92,909-69.7% | $152,897-81.6% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.5%-22.5pp |
| Annual return | 19.15% | 145.63%-126.5pp | 109.44%-90.3pp | 345.43%-326.3pp |
| Employer contribution / active EE | $1,757 | $4,222-58.4% | $3,653-51.9% | $4,764-63.1% |
| Participant deferral / active EE | $4,215 | $4,848-13.1% | $4,238-0.5% | $5,851-28.0% |
| Admin fee / account holder | $144 | $7,082-98.0% | $5,795-97.5% | $11,599-98.8% |