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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 | $50,709 | $72,071-29.6% | $68,368-25.8% | $137,256-63.1% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 17.52% | 353.14%-335.6pp | 292.57%-275.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,573 | $2,788-43.6% | $2,649-40.6% | $4,156-62.2% |
| Participant deferral / active EE | $2,236 | $4,410-49.3% | $4,123-45.8% | $6,407-65.1% |
| Admin fee / account holder | $197 | $5,336-96.3% | $5,150-96.2% | $12,270-98.4% |