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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 | $53,775 | $111,785-51.9% | $93,669-42.6% | $145,877-63.1% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 28.64% | 203.79%-175.1pp | 133.59%-105.0pp | 551.28%-522.6pp |
| Employer contribution / active EE | $1,277 | $3,096-58.7% | $2,424-47.3% | $4,663-72.6% |
| Participant deferral / active EE | $5,671 | $4,919+15.3% | $4,416+28.4% | $6,691-15.2% |
| Admin fee / account holder | $143 | $10,256-98.6% | $8,291-98.3% | $13,402-98.9% |