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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 | $42,695 | $226,135-81.1% | $182,558-76.6% | $152,909-72.1% |
| Participation rate | 53.3% | 82.5%-29.1pp | 78.0%-24.6pp | 82.5%-29.1pp |
| Annual return | 22.20% | 192.60%-170.4pp | 148.59%-126.4pp | 345.46%-323.3pp |
| Employer contribution / active EE | $1,123 | $4,979-77.4% | $4,076-72.5% | $4,764-76.4% |
| Participant deferral / active EE | $2,604 | $6,371-59.1% | $5,526-52.9% | $5,851-55.5% |
| Admin fee / account holder | $48 | $10,707-99.6% | $8,594-99.4% | $11,601-99.6% |