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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 | $62,953 | $81,643-22.9% | $70,462-10.7% | $158,950-60.4% |
| Participation rate | 64.7% | 77.7%-13.0pp | 75.1%-10.4pp | 82.0%-17.3pp |
| Annual return | 15.19% | 208.51%-193.3pp | 109.08%-93.9pp | 302.91%-287.7pp |
| Employer contribution / active EE | $1,634 | $3,218-49.2% | $2,737-40.3% | $4,762-65.7% |
| Participant deferral / active EE | $2,392 | $4,555-47.5% | $3,710-35.5% | $5,983-60.0% |
| Admin fee / account holder | $2 | $6,194-100.0% | $3,845-100.0% | $11,248-100.0% |