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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 | $63,673 | $157,276-59.5% | $141,177-54.9% | $152,885-58.4% |
| Participation rate | 52.6% | 84.8%-32.2pp | 82.5%-29.8pp | 82.5%-29.8pp |
| Annual return | 24.79% | 64.33%-39.5pp | 71.40%-46.6pp | 345.39%-320.6pp |
| Employer contribution / active EE | $1,857 | $5,262-64.7% | $4,736-60.8% | $4,763-61.0% |
| Participant deferral / active EE | $3,399 | $7,110-52.2% | $6,710-49.3% | $5,851-41.9% |
| Admin fee / account holder | $12 | $12,123-99.9% | $10,263-99.9% | $11,598-99.9% |