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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 | $45,908 | $85,766-46.5% | $136,295-66.3% | $70,131-34.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 81.9%-31.9pp | 69.5%-19.5pp |
| Annual return | 20.43% | 31.45%-11.0pp | 5155.97%-5135.5pp | 73.14%-52.7pp |
| Employer contribution / active EE | $2,230 | $2,966-24.8% | $4,695-52.5% | $2,342-4.8% |
| Participant deferral / active EE | $3,556 | $5,051-29.6% | $6,247-43.1% | $3,332+6.7% |
| Admin fee / account holder | $24 | $5,420-99.6% | $9,243-99.7% | $4,645-99.5% |