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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 | $77,382 | $106,001-27.0% | $92,235-16.1% | $147,585-47.6% |
| Participation rate | 40.9% | 80.4%-39.5pp | 76.5%-35.6pp | 82.8%-41.9pp |
| Annual return | 13.21% | 50.05%-36.8pp | 176.28%-163.1pp | 578.56%-565.4pp |
| Employer contribution / active EE | $1,053 | $4,333-75.7% | $3,679-71.4% | $4,876-78.4% |
| Participant deferral / active EE | $2,900 | $4,478-35.2% | $3,897-25.6% | $5,439-46.7% |
| Admin fee / account holder | $113 | $6,332-98.2% | $5,194-97.8% | $10,885-99.0% |