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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 | $167,030-49.2% | $135,768-37.5% | $155,188-45.3% |
| Participation rate | 60.0% | 76.2%-16.2pp | 71.1%-11.1pp | 80.8%-20.8pp |
| Annual return | 19.41% | 678.39%-659.0pp | 526.10%-506.7pp | 148.84%-129.4pp |
| Employer contribution / active EE | $1,785 | $4,132-56.8% | $3,394-47.4% | $4,248-58.0% |
| Participant deferral / active EE | $2,165 | $4,528-52.2% | $3,977-45.6% | $6,531-66.8% |
| Admin fee / account holder | $45 | $8,172-99.4% | $7,048-99.4% | $14,480-99.7% |