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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 | $35,742 | $108,685-67.1% | $74,719-52.2% | $152,885-76.6% |
| Participation rate | 33.3% | 65.3%-32.0pp | 54.5%-21.1pp | 82.5%-49.1pp |
| Annual return | 23.93% | 114.09%-90.2pp | 753.05%-729.1pp | 345.39%-321.5pp |
| Employer contribution / active EE | $1,150 | $1,504-23.5% | $1,084+6.1% | $4,763-75.9% |
| Participant deferral / active EE | $12,667 | $2,712+367.1% | $1,963+545.2% | $5,851+116.5% |
| Admin fee / account holder | $246 | $4,905-95.0% | $3,334-92.6% | $11,598-97.9% |