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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 | $60,736 | $104,937-42.1% | $84,628-28.2% | $152,897-60.3% |
| Participation rate | 46.7% | 74.8%-28.2pp | 68.2%-21.6pp | 82.5%-35.8pp |
| Annual return | 22.88% | 373.88%-351.0pp | 258.80%-235.9pp | 345.43%-322.5pp |
| Employer contribution / active EE | $1,159 | $3,303-64.9% | $2,653-56.3% | $4,764-75.7% |
| Participant deferral / active EE | $4,770 | $4,690+1.7% | $3,900+22.3% | $5,851-18.5% |
| Admin fee / account holder | $36 | $6,243-99.4% | $4,914-99.3% | $11,599-99.7% |