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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 | $55,892 | $96,678-42.2% | $86,640-35.5% | $139,466-59.9% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 21.20% | 106.69%-85.5pp | 592.52%-571.3pp | 373.66%-352.5pp |
| Employer contribution / active EE | $1,488 | $3,265-54.4% | $3,024-50.8% | $4,754-68.7% |
| Participant deferral / active EE | $1,858 | $4,837-61.6% | $4,438-58.1% | $6,712-72.3% |
| Admin fee / account holder | $183 | $6,410-97.1% | $5,616-96.7% | $11,409-98.4% |