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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 | $39,821 | $83,337-52.2% | $67,834-41.3% | $273,972-85.5% |
| Participation rate | 60.0% | 76.4%-16.4pp | 68.8%-8.8pp | 83.0%-23.0pp |
| Annual return | 4.67% | 259.45%-254.8pp | 138.47%-133.8pp | 41.46%-36.8pp |
| Employer contribution / active EE | $1,561 | $3,287-52.5% | $2,403-35.1% | $4,869-67.9% |
| Participant deferral / active EE | $2,080 | $4,088-49.1% | $3,160-34.2% | $5,287-60.7% |
| Admin fee / account holder | $6 | $6,752-99.9% | $4,622-99.9% | $10,133-99.9% |