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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 | $55,467 | $160,070-65.3% | $147,117-62.3% | $145,897-62.0% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 12.27% | 98.69%-86.4pp | 420.54%-408.3pp | 552.29%-540.0pp |
| Employer contribution / active EE | $2,666 | $5,285-49.6% | $4,932-46.0% | $4,663-42.8% |
| Participant deferral / active EE | $5,935 | $8,419-29.5% | $8,065-26.4% | $6,689-11.3% |
| Admin fee / account holder | $284 | $15,035-98.1% | $12,993-97.8% | $13,390-97.9% |