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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 | $70,366-61.9% | $66,674-59.7% | $138,895-80.7% |
| Participation rate | 56.3% | 76.2%-19.9pp | 73.7%-17.4pp | 79.9%-23.7pp |
| Annual return | 19.34% | 386.41%-367.1pp | 321.24%-301.9pp | 145.39%-126.1pp |
| Employer contribution / active EE | $1,150 | $2,765-58.4% | $2,620-56.1% | $4,194-72.6% |
| Participant deferral / active EE | $2,455 | $4,374-43.9% | $4,084-39.9% | $6,396-61.6% |
| Admin fee / account holder | $57 | $5,262-98.9% | $5,098-98.9% | $12,562-99.5% |