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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 | $26,954 | $176,077-84.7% | $159,455-83.1% | $167,518-83.9% |
| Participation rate | 57.1% | 84.9%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 19.08% | 331.83%-312.8pp | 263.63%-244.5pp | 478.71%-459.6pp |
| Employer contribution / active EE | $1,988 | $5,298-62.5% | $4,830-58.8% | $4,838-58.9% |
| Participant deferral / active EE | $6,660 | $7,751-14.1% | $7,353-9.4% | $6,342+5.0% |
| Admin fee / account holder | $20 | $12,556-99.8% | $10,800-99.8% | $12,312-99.8% |