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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 | $52,786 | $102,385-48.4% | $147,080-64.1% | $80,935-34.8% |
| Participation rate | 63.9% | 75.9%-12.0pp | 82.2%-18.3pp | 67.7%-3.8pp |
| Annual return | 14.24% | 135.09%-120.8pp | 420.17%-405.9pp | 35.66%-21.4pp |
| Employer contribution / active EE | $2,611 | $3,717-29.8% | $4,933-47.1% | $2,757-5.3% |
| Participant deferral / active EE | $4,530 | $6,651-31.9% | $8,066-43.8% | $4,299+5.4% |
| Admin fee / account holder | $27 | $7,951-99.7% | $12,989-99.8% | $6,924-99.6% |