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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 | $60,979 | $112,933-46.0% | $90,970-33.0% | $158,982-61.6% |
| Participation rate | 33.3% | 74.7%-41.4pp | 69.0%-35.7pp | 82.0%-48.6pp |
| Annual return | 28.92% | 215.82%-186.9pp | 134.60%-105.7pp | 302.99%-274.1pp |
| Employer contribution / active EE | $1,292 | $2,893-55.4% | $2,122-39.1% | $4,763-72.9% |
| Participant deferral / active EE | $4,945 | $4,128+19.8% | $3,373+46.6% | $5,983-17.4% |
| Admin fee / account holder | $270 | $8,047-96.6% | $5,961-95.5% | $11,252-97.6% |