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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 | $35,123 | $103,038-65.9% | $90,324-61.1% | $152,909-77.0% |
| Participation rate | 57.9% | 75.9%-18.0pp | 73.3%-15.4pp | 82.5%-24.6pp |
| Annual return | 21.78% | 95.25%-73.5pp | 78.15%-56.4pp | 345.46%-323.7pp |
| Employer contribution / active EE | $1,496 | $3,141-52.4% | $2,856-47.6% | $4,764-68.6% |
| Participant deferral / active EE | $4,464 | $4,282+4.3% | $3,885+14.9% | $5,851-23.7% |
| Admin fee / account holder | $37 | $6,177-99.4% | $5,356-99.3% | $11,601-99.7% |