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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 | $66,884 | $105,284-36.5% | $150,734-55.6% | $94,015-28.9% |
| Participation rate | 63.6% | 71.7%-8.1pp | 78.4%-14.8pp | 70.8%-7.2pp |
| Annual return | 38.57% | 15.67%+22.9pp | 600.81%-562.2pp | 17.84%+20.7pp |
| Employer contribution / active EE | $2,087 | $3,599-42.0% | $4,918-57.6% | $2,790-25.2% |
| Participant deferral / active EE | $3,336 | $4,274-22.0% | $5,610-40.5% | $4,249-21.5% |
| Admin fee / account holder | $57 | $9,839-99.4% | $14,905-99.6% | $8,951-99.4% |