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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 | $51,441 | $138,076-62.7% | $123,553-58.4% | $135,380-62.0% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | 21.40% | 153.70%-132.3pp | 119.21%-97.8pp | 519.81%-498.4pp |
| Employer contribution / active EE | $1,766 | $5,152-65.7% | $4,628-61.8% | $4,779-63.1% |
| Participant deferral / active EE | $3,413 | $6,800-49.8% | $6,426-46.9% | $5,609-39.1% |
| Admin fee / account holder | $35 | $10,917-99.7% | $9,284-99.6% | $10,828-99.7% |