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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 | $50,487 | $159,978-68.4% | $147,041-65.7% | $145,978-65.4% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 24.61% | 98.36%-73.8pp | 419.21%-394.6pp | 550.52%-525.9pp |
| Employer contribution / active EE | $1,621 | $5,288-69.3% | $4,935-67.2% | $4,662-65.2% |
| Participant deferral / active EE | $2,595 | $8,429-69.2% | $8,071-67.9% | $6,690-61.2% |
| Admin fee / account holder | $62 | $15,053-99.6% | $13,006-99.5% | $13,400-99.5% |