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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 | $43,973 | $72,071-39.0% | $68,368-35.7% | $137,256-68.0% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 16.09% | 353.14%-337.1pp | 292.57%-276.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,351 | $2,788-51.5% | $2,649-49.0% | $4,156-67.5% |
| Participant deferral / active EE | $2,702 | $4,410-38.7% | $4,123-34.5% | $6,407-57.8% |
| Admin fee / account holder | $20 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |