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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 | $21,066 | $109,411-80.7% | $89,435-76.4% | $158,982-86.7% |
| Participation rate | 60.9% | 74.3%-13.4pp | 68.0%-7.1pp | 82.0%-21.1pp |
| Annual return | 28.02% | 345.68%-317.7pp | 245.55%-217.5pp | 302.99%-275.0pp |
| Employer contribution / active EE | $1,733 | $3,173-45.4% | $2,587-33.0% | $4,763-63.6% |
| Participant deferral / active EE | $3,122 | $4,600-32.1% | $3,890-19.7% | $5,983-47.8% |
| Admin fee / account holder | $139 | $6,159-97.8% | $4,884-97.2% | $11,252-98.8% |