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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 | $56,321 | $104,924-46.3% | $84,623-33.4% | $152,885-63.2% |
| Participation rate | 60.0% | 74.8%-14.8pp | 68.2%-8.2pp | 82.5%-22.5pp |
| Annual return | 22.47% | 373.82%-351.3pp | 258.77%-236.3pp | 345.39%-322.9pp |
| Employer contribution / active EE | $1,203 | $3,302-63.6% | $2,652-54.7% | $4,763-74.7% |
| Participant deferral / active EE | $1,203 | $4,689-74.3% | $3,899-69.2% | $5,851-79.4% |
| Admin fee / account holder | $26 | $6,242-99.6% | $4,913-99.5% | $11,598-99.8% |