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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 | $33,783 | $67,823-50.2% | $52,425-35.6% | $137,256-75.4% |
| Participation rate | 46.2% | 63.9%-17.8pp | 55.6%-9.5pp | 80.0%-33.8pp |
| Annual return | 21.77% | 219.11%-197.3pp | 302.12%-280.4pp | 220.34%-198.6pp |
| Employer contribution / active EE | $1,771 | $1,163+52.3% | $914+93.8% | $4,156-57.4% |
| Participant deferral / active EE | $2,168 | $2,288-5.2% | $1,790+21.1% | $6,407-66.2% |
| Admin fee / account holder | $222 | $2,844-92.2% | $2,495-91.1% | $12,270-98.2% |