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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 | $67,820 | $104,953-35.4% | $84,637-19.9% | $152,909-55.6% |
| Participation rate | 37.5% | 74.8%-37.3pp | 68.2%-30.7pp | 82.5%-45.0pp |
| Annual return | 26.91% | 373.94%-347.0pp | 258.82%-231.9pp | 345.46%-318.6pp |
| Employer contribution / active EE | $1,272 | $3,304-61.5% | $2,653-52.1% | $4,764-73.3% |
| Participant deferral / active EE | $3,840 | $4,691-18.1% | $3,900-1.5% | $5,851-34.4% |
| Admin fee / account holder | $231 | $6,244-96.3% | $4,914-95.3% | $11,601-98.0% |