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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 | $35,934 | $90,397-60.2% | $76,002-52.7% | $145,959-75.4% |
| Participation rate | 42.9% | 74.5%-31.6pp | 69.1%-26.2pp | 80.3%-37.4pp |
| Annual return | 14.80% | 621.97%-607.2pp | 360.07%-345.3pp | 561.95%-547.2pp |
| Employer contribution / active EE | $1,224 | $3,317-63.1% | $2,688-54.5% | $4,661-73.7% |
| Participant deferral / active EE | $3,754 | $5,163-27.3% | $4,257-11.8% | $6,689-43.9% |
| Admin fee / account holder | $19 | $8,369-99.8% | $6,414-99.7% | $13,398-99.9% |