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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 | $48,263 | $103,008-53.1% | $90,304-46.6% | $152,897-68.4% |
| Participation rate | 69.2% | 75.9%-6.6pp | 73.3%-4.0pp | 82.5%-13.2pp |
| Annual return | 20.62% | 95.22%-74.6pp | 78.13%-57.5pp | 345.43%-324.8pp |
| Employer contribution / active EE | $2,990 | $3,139-4.8% | $2,855+4.7% | $4,764-37.2% |
| Participant deferral / active EE | $6,624 | $4,281+54.7% | $3,885+70.5% | $5,851+13.2% |
| Admin fee / account holder | $237 | $6,175-96.2% | $5,354-95.6% | $11,599-98.0% |