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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 | $33,651 | $67,823-50.4% | $52,425-35.8% | $137,256-75.5% |
| Participation rate | 50.0% | 63.9%-13.9pp | 55.6%-5.6pp | 80.0%-30.0pp |
| Annual return | 24.61% | 219.11%-194.5pp | 302.12%-277.5pp | 220.34%-195.7pp |
| Employer contribution / active EE | $1,200 | $1,163+3.2% | $914+31.3% | $4,156-71.1% |
| Participant deferral / active EE | $3,515 | $2,288+53.6% | $1,790+96.3% | $6,407-45.1% |
| Admin fee / account holder | $17 | $2,844-99.4% | $2,495-99.3% | $12,270-99.9% |