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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 | $48,927 | $112,935-56.7% | $90,970-46.2% | $158,966-69.2% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 21.43% | 215.79%-194.4pp | 134.58%-113.2pp | 302.95%-281.5pp |
| Employer contribution / active EE | $1,879 | $2,895-35.1% | $2,122-11.5% | $4,762-60.5% |
| Participant deferral / active EE | $2,345 | $4,129-43.2% | $3,373-30.5% | $5,983-60.8% |
| Admin fee / account holder | $40 | $8,045-99.5% | $5,960-99.3% | $11,250-99.6% |