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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 | $27,225 | $109,863-75.2% | $98,477-72.4% | $167,518-83.7% |
| Participation rate | 62.5% | 75.8%-13.3pp | 73.3%-10.8pp | 82.1%-19.6pp |
| Annual return | 27.10% | 1958.09%-1931.0pp | 1493.59%-1466.5pp | 478.71%-451.6pp |
| Employer contribution / active EE | $2,967 | $3,225-8.0% | $2,961+0.2% | $4,838-38.7% |
| Participant deferral / active EE | $9,382 | $4,673+100.8% | $4,276+119.4% | $6,342+47.9% |
| Admin fee / account holder | $75 | $6,755-98.9% | $5,951-98.7% | $12,312-99.4% |