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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 | $65,874 | $100,938-34.7% | $90,461-27.2% | $158,982-58.6% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 21.89% | 1727.20%-1705.3pp | 1294.76%-1272.9pp | 302.99%-281.1pp |
| Employer contribution / active EE | $1,882 | $3,691-49.0% | $3,264-42.3% | $4,763-60.5% |
| Participant deferral / active EE | $3,335 | $4,350-23.3% | $3,964-15.9% | $5,983-44.3% |
| Admin fee / account holder | $191 | $6,510-97.1% | $5,617-96.6% | $11,252-98.3% |