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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 | $50,591 | $97,750-48.2% | $103,464-51.1% | $145,959-65.3% |
| Participation rate | 5.9% | 81.1%-75.2pp | 80.5%-74.6pp | 80.3%-74.4pp |
| Annual return | 19.10% | 25.43%-6.3pp | 23.91%-4.8pp | 561.95%-542.9pp |
| Employer contribution / active EE | $1,489 | $4,685-68.2% | $4,677-68.2% | $4,661-68.1% |
| Participant deferral / active EE | $3,310 | $6,603-49.9% | $6,624-50.0% | $6,689-50.5% |
| Admin fee / account holder | $56 | $12,515-99.6% | $9,410-99.4% | $13,398-99.6% |