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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 | $43,687 | $110,551-60.5% | $80,741-45.9% | $167,536-73.9% |
| Participation rate | 52.9% | 64.0%-11.0pp | 54.2%-1.2pp | 82.1%-29.2pp |
| Annual return | 23.53% | 120.57%-97.0pp | 87.30%-63.8pp | 478.82%-455.3pp |
| Employer contribution / active EE | $581 | $1,543-62.3% | $1,160-49.9% | $4,839-88.0% |
| Participant deferral / active EE | $3,259 | $2,870+13.5% | $2,145+51.9% | $6,342-48.6% |
| Admin fee / account holder | $4 | $4,547-99.9% | $3,380-99.9% | $12,315-100.0% |