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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 | $15,936 | $70,366-77.4% | $66,674-76.1% | $138,895-88.5% |
| Participation rate | 53.8% | 76.2%-22.3pp | 73.7%-19.8pp | 79.9%-26.1pp |
| Annual return | 24.11% | 386.41%-362.3pp | 321.24%-297.1pp | 145.39%-121.3pp |
| Employer contribution / active EE | $1,535 | $2,765-44.5% | $2,620-41.4% | $4,194-63.4% |
| Participant deferral / active EE | $4,243 | $4,374-3.0% | $4,084+3.9% | $6,396-33.7% |
| Admin fee / account holder | $85 | $5,262-98.4% | $5,098-98.3% | $12,562-99.3% |