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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 | $22,430 | $148,623-84.9% | $135,974-83.5% | $139,466-83.9% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 135.92% | 79.30%+56.6pp | 68.30%+67.6pp | 373.66%-237.7pp |
| Employer contribution / active EE | $1,588 | $5,246-69.7% | $4,859-67.3% | $4,754-66.6% |
| Participant deferral / active EE | $4,424 | $8,103-45.4% | $7,760-43.0% | $6,712-34.1% |
| Admin fee / account holder | $207 | $12,406-98.3% | $10,767-98.1% | $11,409-98.2% |