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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 | $36,128 | $107,809-66.5% | $90,657-60.1% | $135,380-73.3% |
| Participation rate | 54.5% | 78.0%-23.5pp | 74.0%-19.5pp | 82.6%-28.1pp |
| Annual return | 80.08% | -0.90%+81.0pp | 1.89%+78.2pp | 519.81%-439.7pp |
| Employer contribution / active EE | $1,780 | $3,018-41.0% | $2,532-29.7% | $4,779-62.8% |
| Participant deferral / active EE | $5,152 | $3,872+33.1% | $3,424+50.5% | $5,609-8.1% |
| Admin fee / account holder | $196 | $5,931-96.7% | $4,994-96.1% | $10,828-98.2% |