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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 | $55,960 | $70,121-20.2% | $63,803-12.3% | $138,895-59.7% |
| Participation rate | 55.6% | 77.2%-21.7pp | 72.7%-17.1pp | 79.9%-24.4pp |
| Annual return | 14.30% | 946.48%-932.2pp | 543.72%-529.4pp | 145.39%-131.1pp |
| Employer contribution / active EE | $2,508 | $2,882-13.0% | $2,532-1.0% | $4,194-40.2% |
| Participant deferral / active EE | $3,585 | $4,535-21.0% | $3,843-6.7% | $6,396-44.0% |
| Admin fee / account holder | $139 | $6,738-97.9% | $5,196-97.3% | $12,562-98.9% |