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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 | $74,673 | $115,810-35.5% | $101,271-26.3% | $158,966-53.0% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.8%-50.8pp | 82.0%-57.0pp |
| Annual return | 17.29% | 56.15%-38.9pp | 46.48%-29.2pp | 302.95%-285.7pp |
| Employer contribution / active EE | $1,154 | $4,175-72.4% | $3,660-68.5% | $4,762-75.8% |
| Participant deferral / active EE | $2,573 | $4,958-48.1% | $4,371-41.1% | $5,983-57.0% |
| Admin fee / account holder | $67 | $7,248-99.1% | $5,948-98.9% | $11,250-99.4% |