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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 | $34,481 | $107,363-67.9% | $92,909-62.9% | $152,897-77.4% |
| Participation rate | 64.7% | 79.8%-15.1pp | 76.0%-11.3pp | 82.5%-17.7pp |
| Annual return | 23.78% | 145.63%-121.8pp | 109.44%-85.7pp | 345.43%-321.6pp |
| Employer contribution / active EE | $1,637 | $4,222-61.2% | $3,653-55.2% | $4,764-65.6% |
| Participant deferral / active EE | $5,417 | $4,848+11.7% | $4,238+27.8% | $5,851-7.4% |
| Admin fee / account holder | $96 | $7,082-98.6% | $5,795-98.3% | $11,599-99.2% |