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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 | $26,842 | $72,071-62.8% | $68,368-60.7% | $137,256-80.4% |
| Participation rate | 56.3% | 76.2%-20.0pp | 73.8%-17.5pp | 80.0%-23.7pp |
| Annual return | 19.34% | 353.14%-333.8pp | 292.57%-273.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,150 | $2,788-58.8% | $2,649-56.6% | $4,156-72.3% |
| Participant deferral / active EE | $2,455 | $4,410-44.3% | $4,123-40.4% | $6,407-61.7% |
| Admin fee / account holder | $57 | $5,336-98.9% | $5,150-98.9% | $12,270-99.5% |