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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 | $43,169 | $112,933-61.8% | $90,970-52.5% | $158,982-72.8% |
| Participation rate | 57.1% | 74.7%-17.6pp | 69.0%-11.9pp | 82.0%-24.8pp |
| Annual return | 21.12% | 215.82%-194.7pp | 134.60%-113.5pp | 302.99%-281.9pp |
| Employer contribution / active EE | $1,486 | $2,893-48.6% | $2,122-30.0% | $4,763-68.8% |
| Participant deferral / active EE | $5,308 | $4,128+28.6% | $3,373+57.4% | $5,983-11.3% |
| Admin fee / account holder | $209 | $8,047-97.4% | $5,961-96.5% | $11,252-98.1% |