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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 | $65,422 | $112,131-41.7% | $95,964-31.8% | $158,982-58.8% |
| Participation rate | 26.3% | 79.0%-52.7pp | 77.1%-50.8pp | 82.0%-55.7pp |
| Annual return | 25.22% | 171.19%-146.0pp | 91.64%-66.4pp | 302.99%-277.8pp |
| Employer contribution / active EE | $1,307 | $3,199-59.1% | $2,541-48.6% | $4,763-72.6% |
| Participant deferral / active EE | $5,150 | $4,784+7.6% | $4,167+23.6% | $5,983-13.9% |
| Admin fee / account holder | $219 | $10,136-97.8% | $6,797-96.8% | $11,252-98.1% |