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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 | $62,540 | $99,079-36.9% | $78,002-19.8% | $273,972-77.2% |
| Participation rate | 54.5% | 78.6%-24.0pp | 75.5%-21.0pp | 83.0%-28.5pp |
| Annual return | 8.66% | 217.93%-209.3pp | 425.99%-417.3pp | 41.46%-32.8pp |
| Employer contribution / active EE | $1,264 | $3,308-61.8% | $2,470-48.8% | $4,869-74.0% |
| Participant deferral / active EE | $1,956 | $4,306-54.6% | $3,497-44.1% | $5,287-63.0% |
| Admin fee / account holder | $272 | $8,954-97.0% | $5,481-95.0% | $10,133-97.3% |