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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 | $31,158 | $104,924-70.3% | $84,623-63.2% | $152,885-79.6% |
| Participation rate | 41.7% | 74.8%-33.2pp | 68.2%-26.6pp | 82.5%-40.8pp |
| Annual return | 20.30% | 373.82%-353.5pp | 258.77%-238.5pp | 345.39%-325.1pp |
| Employer contribution / active EE | $1,521 | $3,302-54.0% | $2,652-42.7% | $4,763-68.1% |
| Participant deferral / active EE | $3,288 | $4,689-29.9% | $3,899-15.7% | $5,851-43.8% |
| Admin fee / account holder | $127 | $6,242-98.0% | $4,913-97.4% | $11,598-98.9% |