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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 | $96,630-64.3% | $86,605-60.2% | $139,427-75.3% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 23.68% | 106.48%-82.8pp | 591.39%-567.7pp | 373.27%-349.6pp |
| Employer contribution / active EE | $1,582 | $3,264-51.5% | $3,023-47.7% | $4,752-66.7% |
| Participant deferral / active EE | $2,672 | $4,836-44.8% | $4,438-39.8% | $6,711-60.2% |
| Admin fee / account holder | $142 | $6,405-97.8% | $5,611-97.5% | $11,404-98.8% |