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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 | $32,650 | $103,393-68.4% | $87,103-62.5% | $152,909-78.6% |
| Participation rate | 27.8% | 79.4%-51.6pp | 76.9%-49.1pp | 82.5%-54.7pp |
| Annual return | 44.13% | 28.10%+16.0pp | 28.19%+15.9pp | 345.46%-301.3pp |
| Employer contribution / active EE | $1,371 | $3,221-57.4% | $2,521-45.6% | $4,764-71.2% |
| Participant deferral / active EE | $5,468 | $4,778+14.4% | $4,049+35.1% | $5,851-6.5% |
| Admin fee / account holder | $78 | $12,195-99.4% | $7,491-99.0% | $11,601-99.3% |