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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 | $55,007 | $112,131-50.9% | $95,964-42.7% | $158,982-65.4% |
| Participation rate | 53.8% | 79.0%-25.1pp | 77.1%-23.2pp | 82.0%-28.1pp |
| Annual return | 21.78% | 171.19%-149.4pp | 91.64%-69.9pp | 302.99%-281.2pp |
| Employer contribution / active EE | $2,468 | $3,199-22.9% | $2,541-2.9% | $4,763-48.2% |
| Participant deferral / active EE | $4,595 | $4,784-3.9% | $4,167+10.3% | $5,983-23.2% |
| Admin fee / account holder | $291 | $10,136-97.1% | $6,797-95.7% | $11,252-97.4% |