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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 | $81,696-22.9% | $70,494-10.7% | $158,982-60.4% |
| Participation rate | 64.7% | 77.7%-13.0pp | 75.1%-10.4pp | 82.0%-17.3pp |
| Annual return | 15.19% | 208.70%-193.5pp | 109.16%-94.0pp | 302.99%-287.8pp |
| Employer contribution / active EE | $1,634 | $3,220-49.2% | $2,738-40.3% | $4,763-65.7% |
| Participant deferral / active EE | $2,392 | $4,558-47.5% | $3,711-35.5% | $5,983-60.0% |
| Admin fee / account holder | $2 | $6,200-100.0% | $3,848-100.0% | $11,252-100.0% |