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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 | $48,775 | $53,127-8.2% | $86,597-43.7% | $70,131-30.5% |
| Participation rate | 48.0% | 65.3%-17.3pp | 73.5%-25.5pp | 69.5%-21.5pp |
| Annual return | 14.82% | 27.66%-12.8pp | 964.96%-950.1pp | 73.14%-58.3pp |
| Employer contribution / active EE | $725 | $2,068-65.0% | $2,840-74.5% | $2,342-69.1% |
| Participant deferral / active EE | $2,161 | $2,696-19.8% | $3,609-40.1% | $3,332-35.1% |
| Admin fee / account holder | $21 | $3,585-99.4% | $4,906-99.6% | $4,645-99.6% |