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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 | $49,380 | $129,737-61.9% | $119,126-58.5% | $154,746-68.1% |
| Participation rate | 65.0% | 78.9%-13.9pp | 75.8%-10.8pp | 80.7%-15.7pp |
| Annual return | 12.89% | 379.08%-366.2pp | 282.11%-269.2pp | 172.34%-159.4pp |
| Employer contribution / active EE | $1,222 | $4,375-72.1% | $4,034-69.7% | $4,379-72.1% |
| Participant deferral / active EE | $5,749 | $5,842-1.6% | $5,318+8.1% | $6,730-14.6% |
| Admin fee / account holder | $52 | $11,961-99.6% | $10,693-99.5% | $14,365-99.6% |