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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 | $44,479 | $112,915-60.6% | $90,965-51.1% | $158,950-72.0% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 7.62% | 215.75%-208.1pp | 134.57%-126.9pp | 302.91%-295.3pp |
| Employer contribution / active EE | $1,219 | $2,894-57.9% | $2,122-42.6% | $4,762-74.4% |
| Participant deferral / active EE | $7,552 | $4,128+82.9% | $3,373+123.9% | $5,983+26.2% |
| Admin fee / account holder | $183 | $8,044-97.7% | $5,960-96.9% | $11,248-98.4% |