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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 | $59,882 | $111,535-46.3% | $105,223-43.1% | $137,256-56.4% |
| Participation rate | 43.8% | 78.1%-34.3pp | 75.0%-31.3pp | 80.0%-36.2pp |
| Annual return | 23.11% | 237.85%-214.7pp | 180.65%-157.5pp | 220.34%-197.2pp |
| Employer contribution / active EE | $1,324 | $3,939-66.4% | $3,689-64.1% | $4,156-68.1% |
| Participant deferral / active EE | $4,737 | $5,500-13.9% | $5,072-6.6% | $6,407-26.1% |
| Admin fee / account holder | $16 | $9,721-99.8% | $8,859-99.8% | $12,270-99.9% |