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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 | $41,706 | $96,731-56.9% | $123,973-66.4% | $86,983-52.1% |
| Participation rate | 64.3% | 70.0%-5.7pp | 76.7%-12.4pp | 69.5%-5.3pp |
| Annual return | 21.80% | 17.33%+4.5pp | 388.13%-366.3pp | 25.83%-4.0pp |
| Employer contribution / active EE | $2,436 | $3,297-26.1% | $4,126-41.0% | $2,584-5.7% |
| Participant deferral / active EE | $4,399 | $4,152+6.0% | $5,247-16.2% | $4,194+4.9% |
| Admin fee / account holder | $46 | $8,722-99.5% | $11,799-99.6% | $7,856-99.4% |