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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 | $44,103 | $112,933-60.9% | $90,970-51.5% | $158,982-72.3% |
| Participation rate | 28.6% | 74.7%-46.2pp | 69.0%-40.4pp | 82.0%-53.4pp |
| Annual return | 26.12% | 215.82%-189.7pp | 134.60%-108.5pp | 302.99%-276.9pp |
| Employer contribution / active EE | $2,179 | $2,893-24.7% | $2,122+2.7% | $4,763-54.3% |
| Participant deferral / active EE | $2,481 | $4,128-39.9% | $3,373-26.4% | $5,983-58.5% |
| Admin fee / account holder | $6 | $8,047-99.9% | $5,961-99.9% | $11,252-99.9% |