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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 | $31,024 | $118,877-73.9% | $96,570-67.9% | $167,536-81.5% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.2pp | 82.1%-15.4pp |
| Annual return | 143.47% | 50.50%+93.0pp | 37.79%+105.7pp | 478.82%-335.3pp |
| Employer contribution / active EE | $2,701 | $3,121-13.4% | $2,357+14.6% | $4,839-44.2% |
| Participant deferral / active EE | $2,701 | $4,617-41.5% | $3,849-29.8% | $6,342-57.4% |
| Admin fee / account holder | $16 | $8,069-99.8% | $6,182-99.7% | $12,315-99.9% |