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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 | $31,090 | $110,039-71.7% | $97,260-68.0% | $145,884-78.7% |
| Participation rate | 41.7% | 75.9%-34.3pp | 72.7%-31.0pp | 80.3%-38.6pp |
| Annual return | 9.17% | 244.44%-235.3pp | 75.54%-66.4pp | 551.85%-542.7pp |
| Employer contribution / active EE | $1,295 | $3,074-57.9% | $2,721-52.4% | $4,662-72.2% |
| Participant deferral / active EE | $2,352 | $4,674-49.7% | $4,262-44.8% | $6,690-64.8% |
| Admin fee / account holder | $181 | $6,204-97.1% | $5,640-96.8% | $13,392-98.6% |