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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 | $50,738 | $99,079-48.8% | $78,002-35.0% | $273,972-81.5% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.5%-15.5pp | 83.0%-23.0pp |
| Annual return | 6.09% | 217.93%-211.8pp | 425.99%-419.9pp | 41.46%-35.4pp |
| Employer contribution / active EE | $1,441 | $3,308-56.4% | $2,470-41.7% | $4,869-70.4% |
| Participant deferral / active EE | $2,881 | $4,306-33.1% | $3,497-17.6% | $5,287-45.5% |
| Admin fee / account holder | $17 | $8,954-99.8% | $5,481-99.7% | $10,133-99.8% |