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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 | $52,546 | $108,912-51.8% | $100,383-47.7% | $145,959-64.0% |
| Participation rate | 43.8% | 83.0%-39.2pp | 81.5%-37.7pp | 80.3%-36.5pp |
| Annual return | 15.91% | 57.96%-42.1pp | 49.26%-33.4pp | 561.95%-546.0pp |
| Employer contribution / active EE | $1,759 | $4,423-60.2% | $3,944-55.4% | $4,661-62.3% |
| Participant deferral / active EE | $2,754 | $8,451-67.4% | $8,086-65.9% | $6,689-58.8% |
| Admin fee / account holder | $5 | $9,690-99.9% | $7,900-99.9% | $13,398-100.0% |