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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 | $19,008 | $106,005-82.1% | $92,239-79.4% | $147,585-87.1% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 15.82% | 50.05%-34.2pp | 176.29%-160.5pp | 578.58%-562.8pp |
| Employer contribution / active EE | $4,358 | $4,333+0.6% | $3,680+18.4% | $4,876-10.6% |
| Participant deferral / active EE | $2,719 | $4,478-39.3% | $3,897-30.2% | $5,439-50.0% |
| Admin fee / account holder | $247 | $6,333-96.1% | $5,194-95.3% | $10,886-97.7% |