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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 | $42,043 | $118,877-64.6% | $96,570-56.5% | $167,536-74.9% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.8%-9.8pp | 82.1%-22.1pp |
| Annual return | 16.75% | 50.50%-33.8pp | 37.79%-21.0pp | 478.82%-462.1pp |
| Employer contribution / active EE | $2,909 | $3,121-6.8% | $2,357+23.4% | $4,839-39.9% |
| Participant deferral / active EE | $3,911 | $4,617-15.3% | $3,849+1.6% | $6,342-38.3% |
| Admin fee / account holder | $242 | $8,069-97.0% | $6,182-96.1% | $12,315-98.0% |