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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 | $45,597 | $89,364-49.0% | $141,177-67.7% | $72,983-37.5% |
| Participation rate | 64.5% | 75.1%-10.6pp | 82.5%-18.0pp | 69.5%-5.0pp |
| Annual return | 26.57% | 111.86%-85.3pp | 71.40%-44.8pp | 81.01%-54.4pp |
| Employer contribution / active EE | $1,250 | $3,115-59.9% | $4,736-73.6% | $2,440-48.7% |
| Participant deferral / active EE | $2,750 | $5,419-49.2% | $6,710-59.0% | $3,608-23.8% |
| Admin fee / account holder | $143 | $5,959-97.6% | $10,263-98.6% | $5,124-97.2% |