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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 | $59,192 | $85,766-31.0% | $136,297-56.6% | $70,124-15.6% |
| Participation rate | 63.3% | 74.2%-10.9pp | 81.9%-18.7pp | 69.5%-6.3pp |
| Annual return | 18.23% | 31.45%-13.2pp | 5156.19%-5138.0pp | 73.14%-54.9pp |
| Employer contribution / active EE | $2,037 | $2,966-31.3% | $4,696-56.6% | $2,342-13.0% |
| Participant deferral / active EE | $3,858 | $5,051-23.6% | $6,247-38.2% | $3,332+15.8% |
| Admin fee / account holder | $162 | $5,420-97.0% | $9,244-98.2% | $4,645-96.5% |