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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 | $129,737-53.8% | $119,126-49.7% | $154,746-61.3% |
| Participation rate | 43.8% | 78.9%-35.1pp | 75.8%-32.0pp | 80.7%-37.0pp |
| Annual return | 23.11% | 379.08%-356.0pp | 282.11%-259.0pp | 172.34%-149.2pp |
| Employer contribution / active EE | $1,324 | $4,375-69.7% | $4,034-67.2% | $4,379-69.8% |
| Participant deferral / active EE | $4,737 | $5,842-18.9% | $5,318-10.9% | $6,730-29.6% |
| Admin fee / account holder | $16 | $11,961-99.9% | $10,693-99.9% | $14,365-99.9% |