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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 | $84,740 | $49,976+69.6% | $66,674+27.1% | $82,637+2.5% |
| Participation rate | 26.0% | 63.1%-37.1pp | 73.7%-47.7pp | 68.1%-42.1pp |
| Annual return | 17.03% | 39.09%-22.1pp | 321.24%-304.2pp | 53.51%-36.5pp |
| Employer contribution / active EE | $556 | $1,988-72.0% | $2,620-78.8% | $2,552-78.2% |
| Participant deferral / active EE | $924 | $2,847-67.5% | $4,084-77.4% | $4,126-77.6% |
| Admin fee / account holder | $37 | $4,594-99.2% | $5,098-99.3% | $7,339-99.5% |