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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 | $28,129 | $104,953-73.2% | $84,637-66.8% | $152,909-81.6% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.5%-15.8pp |
| Annual return | 29.16% | 373.94%-344.8pp | 258.82%-229.7pp | 345.46%-316.3pp |
| Employer contribution / active EE | $1,857 | $3,304-43.8% | $2,653-30.0% | $4,764-61.0% |
| Participant deferral / active EE | $2,578 | $4,691-45.0% | $3,900-33.9% | $5,851-55.9% |
| Admin fee / account holder | $20 | $6,244-99.7% | $4,914-99.6% | $11,601-99.8% |