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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 | $42,312 | $111,878-62.2% | $93,727-54.9% | $145,897-71.0% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 15.07% | 204.28%-189.2pp | 133.83%-118.8pp | 552.29%-537.2pp |
| Employer contribution / active EE | $1,188 | $3,092-61.6% | $2,421-51.0% | $4,663-74.5% |
| Participant deferral / active EE | $1,946 | $4,920-60.5% | $4,417-55.9% | $6,689-70.9% |
| Admin fee / account holder | $146 | $10,256-98.6% | $8,292-98.2% | $13,390-98.9% |