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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 | $44,062 | $115,814-62.0% | $101,275-56.5% | $158,982-72.3% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 16.41% | 56.16%-39.7pp | 46.48%-30.1pp | 302.99%-286.6pp |
| Employer contribution / active EE | $1,217 | $4,176-70.9% | $3,660-66.8% | $4,763-74.5% |
| Participant deferral / active EE | $2,416 | $4,958-51.3% | $4,371-44.7% | $5,983-59.6% |
| Admin fee / account holder | $141 | $7,249-98.0% | $5,948-97.6% | $11,252-98.7% |