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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 | $27,136 | $117,426-76.9% | $99,470-72.7% | $152,885-82.3% |
| Participation rate | 63.6% | 77.5%-13.9pp | 73.8%-10.2pp | 82.5%-18.8pp |
| Annual return | 55.65% | 31.87%+23.8pp | 30.72%+24.9pp | 345.39%-289.7pp |
| Employer contribution / active EE | $1,654 | $3,014-45.1% | $2,540-34.9% | $4,763-65.3% |
| Participant deferral / active EE | $4,490 | $4,086+9.9% | $3,619+24.1% | $5,851-23.3% |
| Admin fee / account holder | $118 | $7,634-98.5% | $6,252-98.1% | $11,598-99.0% |