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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 | $29,793 | $131,835-77.4% | $108,582-72.6% | $273,972-89.1% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.6%-19.6pp | 83.0%-23.0pp |
| Annual return | 22.45% | -91.57%+114.0pp | -51.70%+74.1pp | 41.46%-19.0pp |
| Employer contribution / active EE | $1,110 | $4,913-77.4% | $3,758-70.5% | $4,869-77.2% |
| Participant deferral / active EE | $7,570 | $5,127+47.6% | $4,311+75.6% | $5,287+43.2% |
| Admin fee / account holder | $155 | $10,253-98.5% | $7,645-98.0% | $10,133-98.5% |