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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 | $26,896 | $175,231-84.7% | $149,696-82.0% | $139,466-80.7% |
| Participation rate | 36.4% | 83.4%-47.0pp | 78.8%-42.4pp | 80.3%-44.0pp |
| Annual return | 44.06% | 166.77%-122.7pp | 134.46%-90.4pp | 373.66%-329.6pp |
| Employer contribution / active EE | $1,246 | $5,478-77.3% | $4,821-74.1% | $4,754-73.8% |
| Participant deferral / active EE | $6,377 | $6,521-2.2% | $5,682+12.2% | $6,712-5.0% |
| Admin fee / account holder | $172 | $16,155-98.9% | $13,212-98.7% | $11,409-98.5% |