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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 | $47,071 | $102,595-54.1% | $94,057-50.0% | $154,746-69.6% |
| Participation rate | 41.7% | 76.0%-34.3pp | 73.3%-31.7pp | 80.7%-39.0pp |
| Annual return | 19.48% | 583.42%-563.9pp | 480.62%-461.1pp | 172.34%-152.9pp |
| Employer contribution / active EE | $1,399 | $3,147-55.6% | $2,933-52.3% | $4,379-68.1% |
| Participant deferral / active EE | $1,523 | $5,118-70.2% | $4,709-67.7% | $6,730-77.4% |
| Admin fee / account holder | $195 | $7,736-97.5% | $7,244-97.3% | $14,365-98.6% |