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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 | $43,124 | $107,363-59.8% | $92,909-53.6% | $152,897-71.8% |
| Participation rate | 58.3% | 79.8%-21.5pp | 76.0%-17.7pp | 82.5%-24.1pp |
| Annual return | 60.04% | 145.63%-85.6pp | 109.44%-49.4pp | 345.43%-285.4pp |
| Employer contribution / active EE | $1,503 | $4,222-64.4% | $3,653-58.9% | $4,764-68.4% |
| Participant deferral / active EE | $2,666 | $4,848-45.0% | $4,238-37.1% | $5,851-54.4% |
| Admin fee / account holder | $167 | $7,082-97.6% | $5,795-97.1% | $11,599-98.6% |