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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 | $42,769 | $102,595-58.3% | $94,057-54.5% | $154,746-72.4% |
| Participation rate | 64.3% | 76.0%-11.7pp | 73.3%-9.1pp | 80.7%-16.4pp |
| Annual return | 16.50% | 583.42%-566.9pp | 480.62%-464.1pp | 172.34%-155.8pp |
| Employer contribution / active EE | $2,182 | $3,147-30.7% | $2,933-25.6% | $4,379-50.2% |
| Participant deferral / active EE | $2,601 | $5,118-49.2% | $4,709-44.8% | $6,730-61.4% |
| Admin fee / account holder | $298 | $7,736-96.1% | $7,244-95.9% | $14,365-97.9% |