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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 | $29,935 | $85,024-64.8% | $70,544-57.6% | $139,466-78.5% |
| Participation rate | 57.9% | 73.9%-16.0pp | 68.4%-10.5pp | 80.3%-22.4pp |
| Annual return | 128.61% | 30.39%+98.2pp | 32.79%+95.8pp | 373.66%-245.1pp |
| Employer contribution / active EE | $1,276 | $3,912-67.4% | $2,976-57.1% | $4,754-73.2% |
| Participant deferral / active EE | $4,675 | $5,891-20.6% | $4,568+2.3% | $6,712-30.3% |
| Admin fee / account holder | $107 | $8,928-98.8% | $6,427-98.3% | $11,409-99.1% |