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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 | $71,580 | $115,810-38.2% | $101,271-29.3% | $158,966-55.0% |
| Participation rate | 30.8% | 79.4%-48.6pp | 75.8%-45.0pp | 82.0%-51.2pp |
| Annual return | 27.56% | 56.15%-28.6pp | 46.48%-18.9pp | 302.95%-275.4pp |
| Employer contribution / active EE | $1,419 | $4,175-66.0% | $3,660-61.2% | $4,762-70.2% |
| Participant deferral / active EE | $3,667 | $4,958-26.0% | $4,371-16.1% | $5,983-38.7% |
| Admin fee / account holder | $50 | $7,248-99.3% | $5,948-99.2% | $11,250-99.6% |