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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 | $48,925 | $154,209-68.3% | $130,062-62.4% | $139,487-64.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 28.24% | 32.52%-4.3pp | -137.37%+165.6pp | 373.84%-345.6pp |
| Employer contribution / active EE | $1,300 | $5,292-75.4% | $4,322-69.9% | $4,755-72.7% |
| Participant deferral / active EE | $15,000 | $6,709+123.6% | $5,821+157.7% | $6,713+123.5% |
| Admin fee / account holder | $163 | $13,988-98.8% | $10,601-98.5% | $11,407-98.6% |