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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 | $38,845 | $72,071-46.1% | $68,368-43.2% | $137,256-71.7% |
| Participation rate | 52.2% | 76.2%-24.1pp | 73.8%-21.6pp | 80.0%-27.8pp |
| Annual return | 13.59% | 353.14%-339.5pp | 292.57%-279.0pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,952 | $2,788-30.0% | $2,649-26.3% | $4,156-53.0% |
| Participant deferral / active EE | $3,416 | $4,410-22.5% | $4,123-17.1% | $6,407-46.7% |
| Admin fee / account holder | $235 | $5,336-95.6% | $5,150-95.4% | $12,270-98.1% |