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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 | $45,211 | $96,691-53.2% | $86,656-47.8% | $139,487-67.6% |
| Participation rate | 57.1% | 74.4%-17.3pp | 71.7%-14.6pp | 80.3%-23.2pp |
| Annual return | 14.59% | 106.87%-92.3pp | 593.09%-578.5pp | 373.84%-359.3pp |
| Employer contribution / active EE | $2,369 | $3,267-27.5% | $3,025-21.7% | $4,755-50.2% |
| Participant deferral / active EE | $5,093 | $4,838+5.3% | $4,439+14.7% | $6,713-24.1% |
| Admin fee / account holder | $244 | $6,414-96.2% | $5,619-95.7% | $11,407-97.9% |