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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 | $19,099 | $132,634-85.6% | $115,768-83.5% | $137,256-86.1% |
| Participation rate | 47.8% | 77.9%-30.0pp | 74.4%-26.6pp | 80.0%-32.1pp |
| Annual return | 47.64% | 160.70%-113.1pp | 100.46%-52.8pp | 220.34%-172.7pp |
| Employer contribution / active EE | $1,497 | $3,360-55.4% | $2,940-49.1% | $4,156-64.0% |
| Participant deferral / active EE | $4,699 | $5,619-16.4% | $4,917-4.4% | $6,407-26.7% |
| Admin fee / account holder | $41 | $15,028-99.7% | $12,439-99.7% | $12,270-99.7% |