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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 | $55,328 | $69,252-20.1% | $64,099-13.7% | $139,456-60.3% |
| Participation rate | 62.5% | 75.6%-13.1pp | 72.3%-9.8pp | 80.3%-17.8pp |
| Annual return | 13.37% | 45.89%-32.5pp | 33.70%-20.3pp | 373.45%-360.1pp |
| Employer contribution / active EE | $5,716 | $3,184+79.5% | $2,748+108.0% | $4,753+20.3% |
| Participant deferral / active EE | $6,215 | $4,683+32.7% | $3,881+60.1% | $6,711-7.4% |
| Admin fee / account holder | $200 | $4,248-95.3% | $3,070-93.5% | $11,407-98.3% |