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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 | $43,281 | $100,938-57.1% | $90,461-52.2% | $158,982-72.8% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 6.86% | 1727.20%-1720.3pp | 1294.76%-1287.9pp | 302.99%-296.1pp |
| Employer contribution / active EE | $1,409 | $3,691-61.8% | $3,264-56.8% | $4,763-70.4% |
| Participant deferral / active EE | $1,618 | $4,350-62.8% | $3,964-59.2% | $5,983-73.0% |
| Admin fee / account holder | $179 | $6,510-97.3% | $5,617-96.8% | $11,252-98.4% |