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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 | $35,125 | $111,878-68.6% | $93,727-62.5% | $145,897-75.9% |
| Participation rate | 63.6% | 74.2%-10.6pp | 68.7%-5.1pp | 80.3%-16.7pp |
| Annual return | 13.07% | 204.28%-191.2pp | 133.83%-120.8pp | 552.29%-539.2pp |
| Employer contribution / active EE | $1,849 | $3,092-40.2% | $2,421-23.6% | $4,663-60.3% |
| Participant deferral / active EE | $2,984 | $4,920-39.4% | $4,417-32.5% | $6,689-55.4% |
| Admin fee / account holder | $155 | $10,256-98.5% | $8,292-98.1% | $13,390-98.8% |