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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 | $30,413 | $61,755-50.8% | $97,161-68.7% | $80,911-62.4% |
| Participation rate | 53.4% | 63.5%-10.1pp | 72.7%-19.3pp | 67.6%-14.2pp |
| Annual return | 16.90% | -557.90%+574.8pp | 75.36%-58.5pp | 35.63%-18.7pp |
| Employer contribution / active EE | $1,652 | $1,835-10.0% | $2,723-39.3% | $2,756-40.0% |
| Participant deferral / active EE | $2,883 | $3,026-4.7% | $4,265-32.4% | $4,297-32.9% |
| Admin fee / account holder | $124 | $5,166-97.6% | $5,647-97.8% | $6,935-98.2% |