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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 | $48,645 | $97,125-49.9% | $86,233-43.6% | $137,256-64.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 38.26% | 74.19%-35.9pp | 61.39%-23.1pp | 220.34%-182.1pp |
| Employer contribution / active EE | $684 | $2,841-75.9% | $2,504-72.7% | $4,156-83.5% |
| Participant deferral / active EE | $2,186 | $5,180-57.8% | $4,559-52.1% | $6,407-65.9% |
| Admin fee / account holder | $205 | $9,725-97.9% | $8,342-97.5% | $12,270-98.3% |