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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 | $21,762 | $69,118-68.5% | $53,647-59.4% | $138,895-84.3% |
| Participation rate | 50.0% | 64.0%-14.0pp | 56.3%-6.3pp | 79.9%-29.9pp |
| Annual return | 16.92% | 248.26%-231.3pp | 358.33%-341.4pp | 145.39%-128.5pp |
| Employer contribution / active EE | $2,178 | $1,189+83.1% | $962+126.4% | $4,194-48.1% |
| Participant deferral / active EE | $2,769 | $2,274+21.8% | $1,813+52.7% | $6,396-56.7% |
| Admin fee / account holder | $289 | $2,724-89.4% | $2,460-88.2% | $12,562-97.7% |