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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 | $37,850 | $104,953-63.9% | $84,637-55.3% | $152,909-75.2% |
| Participation rate | 61.9% | 74.8%-12.9pp | 68.2%-6.3pp | 82.5%-20.6pp |
| Annual return | 19.29% | 373.94%-354.6pp | 258.82%-239.5pp | 345.46%-326.2pp |
| Employer contribution / active EE | $1,215 | $3,304-63.2% | $2,653-54.2% | $4,764-74.5% |
| Participant deferral / active EE | $3,856 | $4,691-17.8% | $3,900-1.1% | $5,851-34.1% |
| Admin fee / account holder | $200 | $6,244-96.8% | $4,914-95.9% | $11,601-98.3% |