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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 | $69,999 | $108,882-35.7% | $96,754-27.7% | $154,746-54.8% |
| Participation rate | 28.6% | 75.1%-46.5pp | 70.3%-41.7pp | 80.7%-52.1pp |
| Annual return | 17.64% | 98.39%-80.7pp | 82.04%-64.4pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,167 | $3,018-61.3% | $2,679-56.4% | $4,379-73.4% |
| Participant deferral / active EE | $1,810 | $5,323-66.0% | $4,758-61.9% | $6,730-73.1% |
| Admin fee / account holder | $15 | $10,200-99.9% | $8,905-99.8% | $14,365-99.9% |