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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 | $71,584 | $104,924-31.8% | $84,623-15.4% | $152,885-53.2% |
| Participation rate | 57.1% | 74.8%-17.7pp | 68.2%-11.1pp | 82.5%-25.3pp |
| Annual return | 25.89% | 373.82%-347.9pp | 258.77%-232.9pp | 345.39%-319.5pp |
| Employer contribution / active EE | $1,448 | $3,302-56.2% | $2,652-45.4% | $4,763-69.6% |
| Participant deferral / active EE | $3,754 | $4,689-19.9% | $3,899-3.7% | $5,851-35.8% |
| Admin fee / account holder | $20 | $6,242-99.7% | $4,913-99.6% | $11,598-99.8% |