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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 | $33,234 | $81,643-59.3% | $70,462-52.8% | $158,950-79.1% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.1%-25.1pp | 82.0%-32.0pp |
| Annual return | 22.64% | 208.51%-185.9pp | 109.08%-86.4pp | 302.91%-280.3pp |
| Employer contribution / active EE | $1,284 | $3,218-60.1% | $2,737-53.1% | $4,762-73.0% |
| Participant deferral / active EE | $1,710 | $4,555-62.5% | $3,710-53.9% | $5,983-71.4% |
| Admin fee / account holder | $85 | $6,194-98.6% | $3,845-97.8% | $11,248-99.2% |