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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 | $48,262 | $154,193-68.7% | $130,045-62.9% | $139,466-65.4% |
| Participation rate | 59.1% | 82.0%-22.9pp | 78.5%-19.4pp | 80.3%-21.2pp |
| Annual return | 19.75% | 32.51%-12.8pp | -137.30%+157.1pp | 373.66%-353.9pp |
| Employer contribution / active EE | $1,525 | $5,292-71.2% | $4,321-64.7% | $4,754-67.9% |
| Participant deferral / active EE | $3,706 | $6,709-44.8% | $5,820-36.3% | $6,712-44.8% |
| Admin fee / account holder | $40 | $13,989-99.7% | $10,600-99.6% | $11,409-99.6% |