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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 | $53,831 | $70,366-23.5% | $66,674-19.3% | $138,895-61.2% |
| Participation rate | 42.9% | 76.2%-33.3pp | 73.7%-30.8pp | 79.9%-37.1pp |
| Annual return | 22.41% | 386.41%-364.0pp | 321.24%-298.8pp | 145.39%-123.0pp |
| Employer contribution / active EE | $1,301 | $2,765-53.0% | $2,620-50.4% | $4,194-69.0% |
| Participant deferral / active EE | $6,607 | $4,374+51.0% | $4,084+61.8% | $6,396+3.3% |
| Admin fee / account holder | $257 | $5,262-95.1% | $5,098-95.0% | $12,562-98.0% |