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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 | $79,489 | $111,814-28.9% | $93,654-15.1% | $145,959-45.5% |
| Participation rate | 45.5% | 74.2%-28.8pp | 68.7%-23.3pp | 80.3%-34.8pp |
| Annual return | 32.88% | 203.30%-170.4pp | 133.34%-100.5pp | 561.95%-529.1pp |
| Employer contribution / active EE | $1,309 | $3,092-57.7% | $2,421-45.9% | $4,661-71.9% |
| Participant deferral / active EE | $3,698 | $4,914-24.7% | $4,413-16.2% | $6,689-44.7% |
| Admin fee / account holder | $18 | $10,246-99.8% | $8,282-99.8% | $13,398-99.9% |