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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 | $50,343 | $165,361-69.6% | $149,715-66.4% | $158,950-68.3% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 23.03% | 348.24%-325.2pp | 276.66%-253.6pp | 302.91%-279.9pp |
| Employer contribution / active EE | $3,468 | $5,103-32.1% | $4,645-25.3% | $4,762-27.2% |
| Participant deferral / active EE | $5,139 | $7,182-28.4% | $6,842-24.9% | $5,983-14.1% |
| Admin fee / account holder | $232 | $10,808-97.9% | $9,310-97.5% | $11,248-97.9% |