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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 | $32,755 | $114,093-71.3% | $96,171-65.9% | $167,536-80.4% |
| Participation rate | 63.2% | 75.1%-11.9pp | 68.4%-5.3pp | 82.1%-19.0pp |
| Annual return | 39.96% | 190.00%-150.0pp | 192.04%-152.1pp | 478.82%-438.9pp |
| Employer contribution / active EE | $1,701 | $3,429-50.4% | $2,799-39.2% | $4,839-64.8% |
| Participant deferral / active EE | $4,156 | $5,197-20.0% | $4,350-4.5% | $6,342-34.5% |
| Admin fee / account holder | $270 | $6,899-96.1% | $5,538-95.1% | $12,315-97.8% |