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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 | $33,310 | $102,422-67.5% | $147,117-77.4% | $80,959-58.9% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.7%-17.7pp |
| Annual return | 23.43% | 135.16%-111.7pp | 420.54%-397.1pp | 35.67%-12.2pp |
| Employer contribution / active EE | $2,514 | $3,717-32.4% | $4,932-49.0% | $2,757-8.8% |
| Participant deferral / active EE | $6,587 | $6,652-1.0% | $8,065-18.3% | $4,300+53.2% |
| Admin fee / account holder | $250 | $7,953-96.9% | $12,993-98.1% | $6,925-96.4% |