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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 | $47,182 | $72,426-34.9% | $67,560-30.2% | $145,897-67.7% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 17.43% | 7226.78%-7209.4pp | 3533.50%-3516.1pp | 552.29%-534.9pp |
| Employer contribution / active EE | $1,130 | $3,074-63.3% | $2,737-58.7% | $4,663-75.8% |
| Participant deferral / active EE | $1,130 | $4,785-76.4% | $4,004-71.8% | $6,689-83.1% |
| Admin fee / account holder | $295 | $5,514-94.6% | $3,994-92.6% | $13,390-97.8% |