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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 | $44,566 | $90,614-50.8% | $76,089-41.4% | $145,877-69.4% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.1%-35.8pp | 80.3%-47.0pp |
| Annual return | 9.40% | 623.80%-614.4pp | 360.94%-351.5pp | 551.28%-541.9pp |
| Employer contribution / active EE | $1,394 | $3,324-58.1% | $2,690-48.2% | $4,663-70.1% |
| Participant deferral / active EE | $3,027 | $5,168-41.4% | $4,259-28.9% | $6,691-54.8% |
| Admin fee / account holder | $280 | $8,376-96.7% | $6,418-95.6% | $13,402-97.9% |