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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 | $51,149 | $109,411-53.3% | $89,435-42.8% | $158,982-67.8% |
| Participation rate | 61.5% | 74.3%-12.7pp | 68.0%-6.4pp | 82.0%-20.4pp |
| Annual return | 19.66% | 345.68%-326.0pp | 245.55%-225.9pp | 302.99%-283.3pp |
| Employer contribution / active EE | $2,308 | $3,173-27.3% | $2,587-10.8% | $4,763-51.5% |
| Participant deferral / active EE | $4,170 | $4,600-9.3% | $3,890+7.2% | $5,983-30.3% |
| Admin fee / account holder | $211 | $6,159-96.6% | $4,884-95.7% | $11,252-98.1% |