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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 | $57,512 | $63,346-9.2% | $92,240-37.6% | $70,126-18.0% |
| Participation rate | 52.3% | 68.7%-16.4pp | 76.5%-24.2pp | 69.5%-17.3pp |
| Annual return | 18.09% | 530.19%-512.1pp | 176.29%-158.2pp | 73.15%-55.1pp |
| Employer contribution / active EE | $1,134 | $2,471-54.1% | $3,680-69.2% | $2,343-51.6% |
| Participant deferral / active EE | $1,754 | $2,854-38.5% | $3,897-55.0% | $3,332-47.3% |
| Admin fee / account holder | $250 | $3,841-93.5% | $5,194-95.2% | $4,645-94.6% |