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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 | $64,742 | $70,366-8.0% | $66,674-2.9% | $138,895-53.4% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.7%-11.2pp | 79.9%-17.4pp |
| Annual return | 36.43% | 386.41%-350.0pp | 321.24%-284.8pp | 145.39%-109.0pp |
| Employer contribution / active EE | $1,031 | $2,765-62.7% | $2,620-60.6% | $4,194-75.4% |
| Participant deferral / active EE | $1,650 | $4,374-62.3% | $4,084-59.6% | $6,396-74.2% |
| Admin fee / account holder | $130 | $5,262-97.5% | $5,098-97.5% | $12,562-99.0% |