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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 | $100,474 | $102,422-1.9% | $147,117-31.7% | $80,959+24.1% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.7%-17.7pp |
| Annual return | 14.03% | 135.16%-121.1pp | 420.54%-406.5pp | 35.67%-21.6pp |
| Employer contribution / active EE | $1,361 | $3,717-63.4% | $4,932-72.4% | $2,757-50.6% |
| Participant deferral / active EE | $3,783 | $6,652-43.1% | $8,065-53.1% | $4,300-12.0% |
| Admin fee / account holder | $49 | $7,953-99.4% | $12,993-99.6% | $6,925-99.3% |