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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 | $49,355 | $67,823-27.2% | $52,425-5.9% | $137,256-64.0% |
| Participation rate | 22.7% | 63.9%-41.2pp | 55.6%-32.9pp | 80.0%-57.2pp |
| Annual return | 23.24% | 219.11%-195.9pp | 302.12%-278.9pp | 220.34%-197.1pp |
| Employer contribution / active EE | $541 | $1,163-53.4% | $914-40.8% | $4,156-87.0% |
| Participant deferral / active EE | $1,366 | $2,288-40.3% | $1,790-23.7% | $6,407-78.7% |
| Admin fee / account holder | $3 | $2,844-99.9% | $2,495-99.9% | $12,270-100.0% |