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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 | $59,779 | $175,231-65.9% | $149,696-60.1% | $139,466-57.1% |
| Participation rate | 42.9% | 83.4%-40.5pp | 78.8%-35.9pp | 80.3%-37.5pp |
| Annual return | 21.12% | 166.77%-145.7pp | 134.46%-113.3pp | 373.66%-352.5pp |
| Employer contribution / active EE | $1,720 | $5,478-68.6% | $4,821-64.3% | $4,754-63.8% |
| Participant deferral / active EE | $3,043 | $6,521-53.3% | $5,682-46.5% | $6,712-54.7% |
| Admin fee / account holder | $194 | $16,155-98.8% | $13,212-98.5% | $11,409-98.3% |