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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 | $70,366-44.8% | $66,674-41.7% | $138,895-72.0% |
| Participation rate | 52.2% | 76.2%-24.0pp | 73.7%-21.5pp | 79.9%-27.7pp |
| Annual return | 13.59% | 386.41%-372.8pp | 321.24%-307.6pp | 145.39%-131.8pp |
| Employer contribution / active EE | $1,952 | $2,765-29.4% | $2,620-25.5% | $4,194-53.5% |
| Participant deferral / active EE | $3,416 | $4,374-21.9% | $4,084-16.4% | $6,396-46.6% |
| Admin fee / account holder | $235 | $5,262-95.5% | $5,098-95.4% | $12,562-98.1% |