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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 | $43,090 | $152,592-71.8% | $125,180-65.6% | $152,885-71.8% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 28.14% | 54.84%-26.7pp | 43.79%-15.7pp | 345.39%-317.3pp |
| Employer contribution / active EE | $1,770 | $4,947-64.2% | $3,866-54.2% | $4,763-62.8% |
| Participant deferral / active EE | $6,283 | $5,868+7.1% | $4,937+27.3% | $5,851+7.4% |
| Admin fee / account holder | $256 | $13,435-98.1% | $9,703-97.4% | $11,598-97.8% |