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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 | $44,238 | $77,449-42.9% | $69,483-36.3% | $152,909-71.1% |
| Participation rate | 60.0% | 78.1%-18.1pp | 74.6%-14.6pp | 82.5%-22.5pp |
| Annual return | 34.17% | 39.09%-4.9pp | 28.99%+5.2pp | 345.46%-311.3pp |
| Employer contribution / active EE | $2,620 | $3,316-21.0% | $2,780-5.7% | $4,764-45.0% |
| Participant deferral / active EE | $9,220 | $4,415+108.8% | $3,537+160.7% | $5,851+57.6% |
| Admin fee / account holder | $212 | $6,210-96.6% | $3,841-94.5% | $11,601-98.2% |