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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 | $43,593 | $114,119-61.8% | $107,187-59.3% | $138,895-68.6% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 26.00% | 273.21%-247.2pp | 204.55%-178.5pp | 145.39%-119.4pp |
| Employer contribution / active EE | $1,252 | $4,059-69.2% | $3,782-66.9% | $4,194-70.2% |
| Participant deferral / active EE | $7,250 | $5,538+30.9% | $5,096+42.3% | $6,396+13.3% |
| Admin fee / account holder | $247 | $10,024-97.5% | $9,162-97.3% | $12,562-98.0% |