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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 | $50,681 | $72,071-29.7% | $68,368-25.9% | $137,256-63.1% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.0%-17.5pp |
| Annual return | 18.74% | 353.14%-334.4pp | 292.57%-273.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $1,327 | $2,788-52.4% | $2,649-49.9% | $4,156-68.1% |
| Participant deferral / active EE | $4,911 | $4,410+11.3% | $4,123+19.1% | $6,407-23.4% |
| Admin fee / account holder | $152 | $5,336-97.1% | $5,150-97.0% | $12,270-98.8% |