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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 | $12,421 | $78,690-84.2% | $161,489-92.3% | $87,485-85.8% |
| Participation rate | 45.0% | 67.5%-22.5pp | 78.7%-33.7pp | 68.9%-23.9pp |
| Annual return | 91.87% | 32.74%+59.1pp | 89.72%+2.2pp | 26.06%+65.8pp |
| Employer contribution / active EE | $1,336 | $2,588-48.4% | $4,268-68.7% | $2,596-48.5% |
| Participant deferral / active EE | $1,639 | $3,311-50.5% | $5,630-70.9% | $4,274-61.6% |
| Admin fee / account holder | $273 | $6,724-95.9% | $16,006-98.3% | $7,775-96.5% |