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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 | $34,474 | $96,691-64.3% | $86,656-60.2% | $139,487-75.3% |
| Participation rate | 66.7% | 74.4%-7.8pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 23.68% | 106.87%-83.2pp | 593.09%-569.4pp | 373.84%-350.2pp |
| Employer contribution / active EE | $1,582 | $3,267-51.6% | $3,025-47.7% | $4,755-66.7% |
| Participant deferral / active EE | $2,672 | $4,838-44.8% | $4,439-39.8% | $6,713-60.2% |
| Admin fee / account holder | $142 | $6,414-97.8% | $5,619-97.5% | $11,407-98.8% |