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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 | $42,581 | $175,257-75.7% | $149,717-71.6% | $139,456-69.5% |
| Participation rate | 52.9% | 83.4%-30.4pp | 78.8%-25.8pp | 80.3%-27.4pp |
| Annual return | 20.62% | 166.70%-146.1pp | 134.41%-113.8pp | 373.45%-352.8pp |
| Employer contribution / active EE | $1,194 | $5,477-78.2% | $4,820-75.2% | $4,753-74.9% |
| Participant deferral / active EE | $2,427 | $6,521-62.8% | $5,682-57.3% | $6,711-63.8% |
| Admin fee / account holder | $277 | $16,156-98.3% | $13,213-97.9% | $11,407-97.6% |