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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 | $90,691-60.4% | $76,119-52.8% | $145,884-75.4% |
| Participation rate | 42.9% | 74.5%-31.6pp | 69.1%-26.2pp | 80.3%-37.4pp |
| Annual return | 14.80% | 624.52%-609.7pp | 361.25%-346.4pp | 551.85%-537.0pp |
| Employer contribution / active EE | $1,224 | $3,329-63.2% | $2,693-54.6% | $4,662-73.8% |
| Participant deferral / active EE | $3,754 | $5,167-27.4% | $4,259-11.9% | $6,690-43.9% |
| Admin fee / account holder | $19 | $8,383-99.8% | $6,421-99.7% | $13,392-99.9% |