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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 | $80,453 | $157,276-48.8% | $141,177-43.0% | $152,885-47.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 25.27% | 64.33%-39.1pp | 71.40%-46.1pp | 345.39%-320.1pp |
| Employer contribution / active EE | $1,502 | $5,262-71.5% | $4,736-68.3% | $4,763-68.5% |
| Participant deferral / active EE | $4,051 | $7,110-43.0% | $6,710-39.6% | $5,851-30.8% |
| Admin fee / account holder | $20 | $12,123-99.8% | $10,263-99.8% | $11,598-99.8% |