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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 | $30,396 | $70,666-57.0% | $169,385-82.1% | $75,181-59.6% |
| Participation rate | 45.1% | 64.8%-19.7pp | 77.2%-32.1pp | 67.2%-22.1pp |
| Annual return | 19.02% | 36.37%-17.3pp | 405.82%-386.8pp | 160.69%-141.7pp |
| Employer contribution / active EE | $2,825 | $2,210+27.8% | $4,012-29.6% | $2,671+5.8% |
| Participant deferral / active EE | $3,312 | $4,308-23.1% | $6,221-46.8% | $4,126-19.7% |
| Admin fee / account holder | $215 | $5,402-96.0% | $9,011-97.6% | $5,650-96.2% |