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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 | $36,141 | $72,071-49.9% | $68,368-47.1% | $137,256-73.7% |
| Participation rate | 57.9% | 76.2%-18.3pp | 73.8%-15.9pp | 80.0%-22.1pp |
| Annual return | 14.24% | 353.14%-338.9pp | 292.57%-278.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $956 | $2,788-65.7% | $2,649-63.9% | $4,156-77.0% |
| Participant deferral / active EE | $5,778 | $4,410+31.0% | $4,123+40.1% | $6,407-9.8% |
| Admin fee / account holder | $54 | $5,336-99.0% | $5,150-98.9% | $12,270-99.6% |