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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 | $84,812 | $154,754-45.2% | $124,206-31.7% | $138,895-38.9% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.6%-9.6pp | 79.9%-19.9pp |
| Annual return | 19.41% | 709.28%-689.9pp | 515.27%-495.9pp | 145.39%-126.0pp |
| Employer contribution / active EE | $1,785 | $4,446-59.9% | $3,540-49.6% | $4,194-57.4% |
| Participant deferral / active EE | $2,165 | $4,621-53.1% | $3,968-45.4% | $6,396-66.1% |
| Admin fee / account holder | $45 | $6,690-99.3% | $5,929-99.2% | $12,562-99.6% |