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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 | $42,502 | $49,896-14.8% | $80,627-47.3% | $75,173-43.5% |
| Participation rate | 46.4% | 55.3%-8.9pp | 67.0%-20.6pp | 67.2%-20.8pp |
| Annual return | 20.37% | 34.67%-14.3pp | 936.76%-916.4pp | 160.72%-140.4pp |
| Employer contribution / active EE | $1,207 | $1,699-28.9% | $2,723-55.7% | $2,671-54.8% |
| Participant deferral / active EE | $1,755 | $2,992-41.3% | $4,443-60.5% | $4,126-57.5% |
| Admin fee / account holder | $49 | $3,578-98.6% | $5,381-99.1% | $5,651-99.1% |