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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 | $54,429 | $183,592-70.4% | $155,574-65.0% | $145,877-62.7% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 29.33% | 61.37%-32.0pp | 64.87%-35.5pp | 551.28%-521.9pp |
| Employer contribution / active EE | $1,327 | $5,317-75.0% | $4,676-71.6% | $4,663-71.5% |
| Participant deferral / active EE | $4,899 | $6,466-24.2% | $5,629-13.0% | $6,691-26.8% |
| Admin fee / account holder | $9 | $19,316-100.0% | $15,914-99.9% | $13,402-99.9% |