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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 | $51,295 | $121,701-57.9% | $104,639-51.0% | $158,982-67.7% |
| Participation rate | 42.9% | 77.5%-34.7pp | 74.1%-31.2pp | 82.0%-39.1pp |
| Annual return | 18.97% | 465.72%-446.7pp | 340.67%-321.7pp | 302.99%-284.0pp |
| Employer contribution / active EE | $909 | $3,165-71.3% | $2,682-66.1% | $4,763-80.9% |
| Participant deferral / active EE | $4,193 | $4,176+0.4% | $3,738+12.2% | $5,983-29.9% |
| Admin fee / account holder | $20 | $7,778-99.7% | $6,465-99.7% | $11,252-99.8% |