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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 | $20,998 | $107,941-80.5% | $91,994-77.2% | $152,909-86.3% |
| Participation rate | 60.0% | 81.2%-21.2pp | 78.6%-18.6pp | 82.5%-22.5pp |
| Annual return | 29.91% | 89.28%-59.4pp | 69.04%-39.1pp | 345.46%-315.6pp |
| Employer contribution / active EE | $1,800 | $4,212-57.3% | $3,453-47.9% | $4,764-62.2% |
| Participant deferral / active EE | $3,407 | $6,366-46.5% | $5,924-42.5% | $5,851-41.8% |
| Admin fee / account holder | $15 | $10,521-99.9% | $7,744-99.8% | $11,601-99.9% |