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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 | $37,894 | $106,894-64.5% | $84,016-54.9% | $152,870-75.2% |
| Participation rate | 61.1% | 75.2%-14.1pp | 69.0%-7.9pp | 82.4%-21.3pp |
| Annual return | 19.52% | 104.99%-85.5pp | 71.31%-51.8pp | 345.34%-325.8pp |
| Employer contribution / active EE | $1,586 | $2,734-42.0% | $1,983-20.0% | $4,763-66.7% |
| Participant deferral / active EE | $3,376 | $4,011-15.8% | $3,239+4.2% | $5,850-42.3% |
| Admin fee / account holder | $287 | $8,286-96.5% | $6,101-95.3% | $11,597-97.5% |