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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 | $62,457 | $106,923-41.6% | $84,023-25.7% | $152,909-59.2% |
| Participation rate | 59.1% | 75.3%-16.2pp | 69.0%-9.9pp | 82.5%-23.4pp |
| Annual return | 25.74% | 105.02%-79.3pp | 71.32%-45.6pp | 345.46%-319.7pp |
| Employer contribution / active EE | $1,046 | $2,735-61.8% | $1,984-47.3% | $4,764-78.1% |
| Participant deferral / active EE | $3,816 | $4,013-4.9% | $3,239+17.8% | $5,851-34.8% |
| Admin fee / account holder | $37 | $8,289-99.6% | $6,102-99.4% | $11,601-99.7% |