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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 | $70,366-27.9% | $66,674-23.9% | $138,895-63.5% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | 17.52% | 386.41%-368.9pp | 321.24%-303.7pp | 145.39%-127.9pp |
| Employer contribution / active EE | $1,573 | $2,765-43.1% | $2,620-40.0% | $4,194-62.5% |
| Participant deferral / active EE | $2,236 | $4,374-48.9% | $4,084-45.2% | $6,396-65.0% |
| Admin fee / account holder | $197 | $5,262-96.2% | $5,098-96.1% | $12,562-98.4% |