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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 | $76,811 | $115,810-33.7% | $101,271-24.2% | $158,966-51.7% |
| Participation rate | 52.4% | 79.4%-27.0pp | 75.8%-23.4pp | 82.0%-29.6pp |
| Annual return | 19.35% | 56.15%-36.8pp | 46.48%-27.1pp | 302.95%-283.6pp |
| Employer contribution / active EE | $2,014 | $4,175-51.8% | $3,660-45.0% | $4,762-57.7% |
| Participant deferral / active EE | $4,017 | $4,958-19.0% | $4,371-8.1% | $5,983-32.9% |
| Admin fee / account holder | $37 | $7,248-99.5% | $5,948-99.4% | $11,250-99.7% |