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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 | $80,563 | $106,923-24.7% | $84,023-4.1% | $152,909-47.3% |
| Participation rate | 68.4% | 75.3%-6.8pp | 69.0%-0.6pp | 82.5%-14.0pp |
| Annual return | 19.07% | 105.02%-85.9pp | 71.32%-52.2pp | 345.46%-326.4pp |
| Employer contribution / active EE | $1,594 | $2,735-41.7% | $1,984-19.6% | $4,764-66.5% |
| Participant deferral / active EE | $2,638 | $4,013-34.2% | $3,239-18.5% | $5,851-54.9% |
| Admin fee / account holder | $41 | $8,289-99.5% | $6,102-99.3% | $11,601-99.6% |