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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 | $34,384 | $85,766-59.9% | $136,298-74.8% | $70,126-51.0% |
| Participation rate | 60.0% | 74.2%-14.2pp | 81.9%-21.9pp | 69.5%-9.5pp |
| Annual return | 18.92% | 31.46%-12.5pp | 5156.27%-5137.4pp | 73.15%-54.2pp |
| Employer contribution / active EE | $1,383 | $2,966-53.4% | $4,696-70.5% | $2,343-41.0% |
| Participant deferral / active EE | $2,600 | $5,051-48.5% | $6,247-58.4% | $3,332-22.0% |
| Admin fee / account holder | $265 | $5,421-95.1% | $9,244-97.1% | $4,645-94.3% |