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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 | $37,520 | $111,878-66.5% | $93,727-60.0% | $145,897-74.3% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 11.71% | 204.28%-192.6pp | 133.83%-122.1pp | 552.29%-540.6pp |
| Employer contribution / active EE | $1,684 | $3,092-45.5% | $2,421-30.4% | $4,663-63.9% |
| Participant deferral / active EE | $3,790 | $4,920-23.0% | $4,417-14.2% | $6,689-43.3% |
| Admin fee / account holder | $242 | $10,256-97.6% | $8,292-97.1% | $13,390-98.2% |