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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 | $45,881 | $102,663-55.3% | $86,216-46.8% | $139,466-67.1% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 23.72% | 1924.52%-1900.8pp | 1169.42%-1145.7pp | 373.66%-349.9pp |
| Employer contribution / active EE | $971 | $3,035-68.0% | $2,382-59.2% | $4,754-79.6% |
| Participant deferral / active EE | $7,586 | $4,677+62.2% | $3,986+90.3% | $6,712+13.0% |
| Admin fee / account holder | -$1,139 | $8,663-113.1% | $6,853-116.6% | $11,409-110.0% |