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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 | $32,783 | $166,268-80.3% | $165,100-80.1% | $145,897-77.5% |
| Participation rate | 43.8% | 82.0%-38.3pp | 78.6%-34.9pp | 80.3%-36.6pp |
| Annual return | 22.31% | 100.52%-78.2pp | 70.21%-47.9pp | 552.29%-530.0pp |
| Employer contribution / active EE | $1,549 | $5,284-70.7% | $4,348-64.4% | $4,663-66.8% |
| Participant deferral / active EE | $3,487 | $6,964-49.9% | $6,035-42.2% | $6,689-47.9% |
| Admin fee / account holder | $100 | $16,659-99.4% | $12,696-99.2% | $13,390-99.3% |