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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 | $58,875 | $98,776-40.4% | $149,745-60.7% | $79,856-26.3% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.5%-15.8pp | 69.6%-3.0pp |
| Annual return | 48.29% | 27.38%+20.9pp | 276.72%-228.4pp | 31.71%+16.6pp |
| Employer contribution / active EE | $2,795 | $3,217-13.1% | $4,646-39.8% | $2,471+13.1% |
| Participant deferral / active EE | $7,597 | $5,681+33.7% | $6,843+11.0% | $3,741+103.1% |
| Admin fee / account holder | $20 | $6,053-99.7% | $9,312-99.8% | $5,306-99.6% |