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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 | $103,582 | $111,785-7.3% | $93,669+10.6% | $145,877-29.0% |
| Participation rate | 37.5% | 74.2%-36.7pp | 68.7%-31.2pp | 80.3%-42.8pp |
| Annual return | 23.75% | 203.79%-180.0pp | 133.59%-109.8pp | 551.28%-527.5pp |
| Employer contribution / active EE | $1,643 | $3,096-46.9% | $2,424-32.2% | $4,663-64.8% |
| Participant deferral / active EE | $2,721 | $4,919-44.7% | $4,416-38.4% | $6,691-59.3% |
| Admin fee / account holder | $143 | $10,256-98.6% | $8,291-98.3% | $13,402-98.9% |