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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 | $29,209 | $63,346-53.9% | $92,240-68.3% | $70,126-58.3% |
| Participation rate | 63.0% | 68.7%-5.7pp | 76.5%-13.5pp | 69.5%-6.6pp |
| Annual return | 27.48% | 530.19%-502.7pp | 176.29%-148.8pp | 73.15%-45.7pp |
| Employer contribution / active EE | $1,449 | $2,471-41.4% | $3,680-60.6% | $2,343-38.2% |
| Participant deferral / active EE | $3,106 | $2,854+8.8% | $3,897-20.3% | $3,332-6.8% |
| Admin fee / account holder | $292 | $3,841-92.4% | $5,194-94.4% | $4,645-93.7% |