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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 | $52,755 | $124,330-57.6% | $109,173-51.7% | $167,536-68.5% |
| Participation rate | 65.0% | 79.5%-14.5pp | 75.9%-10.9pp | 82.1%-17.1pp |
| Annual return | 17.76% | 26.04%-8.3pp | 25.75%-8.0pp | 478.82%-461.1pp |
| Employer contribution / active EE | $1,996 | $4,209-52.6% | $3,723-46.4% | $4,839-58.8% |
| Participant deferral / active EE | $4,171 | $5,256-20.6% | $4,654-10.4% | $6,342-34.2% |
| Admin fee / account holder | $5 | $7,974-99.9% | $6,755-99.9% | $12,315-100.0% |