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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 | $42,590 | $92,743-54.1% | $82,744-48.5% | $134,532-68.3% |
| Participation rate | 63.6% | 75.2%-11.6pp | 72.6%-8.9pp | 81.2%-17.6pp |
| Annual return | 5.51% | 946.63%-941.1pp | 702.22%-696.7pp | 418.27%-412.8pp |
| Employer contribution / active EE | $1,063 | $3,273-67.5% | $3,008-64.7% | $4,741-77.6% |
| Participant deferral / active EE | $3,227 | $4,802-32.8% | $4,395-26.6% | $6,401-49.6% |
| Admin fee / account holder | $6 | $5,977-99.9% | $5,325-99.9% | $11,429-99.9% |