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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 | $39,951 | $115,810-65.5% | $101,271-60.6% | $158,966-74.9% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 302.39% | 56.15%+246.2pp | 46.48%+255.9pp | 302.95%-0.6pp |
| Employer contribution / active EE | $1,836 | $4,175-56.0% | $3,660-49.8% | $4,762-61.5% |
| Participant deferral / active EE | $2,565 | $4,958-48.3% | $4,371-41.3% | $5,983-57.1% |
| Admin fee / account holder | $156 | $7,248-97.9% | $5,948-97.4% | $11,250-98.6% |