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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 | $94,871 | $107,015-11.3% | $73,545+29.0% | $147,585-35.7% |
| Participation rate | 50.0% | 66.4%-16.4pp | 54.9%-4.9pp | 82.8%-32.8pp |
| Annual return | 17.04% | 38.25%-21.2pp | -15.16%+32.2pp | 578.57%-561.5pp |
| Employer contribution / active EE | $628 | $1,760-64.3% | $1,219-48.5% | $4,876-87.1% |
| Participant deferral / active EE | $3,703 | $2,462+50.4% | $1,806+105.0% | $5,439-31.9% |
| Admin fee / account holder | $40 | $3,055-98.7% | $2,320-98.3% | $10,885-99.6% |