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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 | $54,619 | $183,592-70.2% | $155,567-64.9% | $145,959-62.6% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 12.95% | 61.24%-48.3pp | 64.74%-51.8pp | 561.95%-549.0pp |
| Employer contribution / active EE | $1,751 | $5,315-67.0% | $4,674-62.5% | $4,661-62.4% |
| Participant deferral / active EE | $4,147 | $6,464-35.8% | $5,628-26.3% | $6,689-38.0% |
| Admin fee / account holder | $16 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |