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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 | $72,071-40.7% | $68,368-37.4% | $137,256-68.8% |
| Participation rate | 64.3% | 76.2%-12.0pp | 73.8%-9.5pp | 80.0%-15.7pp |
| Annual return | 16.50% | 353.14%-336.6pp | 292.57%-276.1pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,182 | $2,788-21.7% | $2,649-17.6% | $4,156-47.5% |
| Participant deferral / active EE | $2,601 | $4,410-41.0% | $4,123-36.9% | $6,407-59.4% |
| Admin fee / account holder | $298 | $5,336-94.4% | $5,150-94.2% | $12,270-97.6% |