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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 | $45,717 | $115,814-60.5% | $101,275-54.9% | $158,982-71.2% |
| Participation rate | 63.2% | 79.4%-16.2pp | 75.8%-12.7pp | 82.0%-18.8pp |
| Annual return | 13.38% | 56.16%-42.8pp | 46.48%-33.1pp | 302.99%-289.6pp |
| Employer contribution / active EE | $2,009 | $4,176-51.9% | $3,660-45.1% | $4,763-57.8% |
| Participant deferral / active EE | $5,715 | $4,958+15.3% | $4,371+30.8% | $5,983-4.5% |
| Admin fee / account holder | $86 | $7,249-98.8% | $5,948-98.6% | $11,252-99.2% |