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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 | $36,137 | $104,937-65.6% | $84,628-57.3% | $152,897-76.4% |
| Participation rate | 52.9% | 74.8%-21.9pp | 68.2%-15.3pp | 82.5%-29.5pp |
| Annual return | 23.72% | 373.88%-350.2pp | 258.80%-235.1pp | 345.43%-321.7pp |
| Employer contribution / active EE | $2,284 | $3,303-30.8% | $2,653-13.9% | $4,764-52.0% |
| Participant deferral / active EE | $2,469 | $4,690-47.4% | $3,900-36.7% | $5,851-57.8% |
| Admin fee / account holder | $31 | $6,243-99.5% | $4,914-99.4% | $11,599-99.7% |