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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 | $82,120 | $106,005-22.5% | $92,239-11.0% | $147,585-44.4% |
| Participation rate | 69.2% | 80.4%-11.2pp | 76.5%-7.3pp | 82.8%-13.6pp |
| Annual return | 15.05% | 50.05%-35.0pp | 176.29%-161.2pp | 578.58%-563.5pp |
| Employer contribution / active EE | $1,383 | $4,333-68.1% | $3,680-62.4% | $4,876-71.6% |
| Participant deferral / active EE | $8,628 | $4,478+92.7% | $3,897+121.4% | $5,439+58.6% |
| Admin fee / account holder | $261 | $6,333-95.9% | $5,194-95.0% | $10,886-97.6% |