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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 | $30,450 | $112,121-72.8% | $95,960-68.3% | $158,966-80.8% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 30.33% | 171.16%-140.8pp | 91.63%-61.3pp | 302.95%-272.6pp |
| Employer contribution / active EE | $1,945 | $3,199-39.2% | $2,541-23.5% | $4,762-59.2% |
| Participant deferral / active EE | $5,000 | $4,784+4.5% | $4,167+20.0% | $5,983-16.4% |
| Admin fee / account holder | $20 | $10,135-99.8% | $6,797-99.7% | $11,250-99.8% |