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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 | $44,009 | $112,121-60.7% | $95,960-54.1% | $158,966-72.3% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 18.28% | 171.16%-152.9pp | 91.63%-73.4pp | 302.95%-284.7pp |
| Employer contribution / active EE | $1,376 | $3,199-57.0% | $2,541-45.9% | $4,762-71.1% |
| Participant deferral / active EE | $2,123 | $4,784-55.6% | $4,167-49.1% | $5,983-64.5% |
| Admin fee / account holder | $93 | $10,135-99.1% | $6,797-98.6% | $11,250-99.2% |