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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 | $90,566 | $106,008-14.6% | $92,240-1.8% | $147,586-38.6% |
| Participation rate | 68.4% | 80.4%-12.0pp | 76.5%-8.1pp | 82.8%-14.4pp |
| Annual return | 20.05% | 50.05%-30.0pp | 176.29%-156.2pp | 578.59%-558.5pp |
| Employer contribution / active EE | $1,647 | $4,333-62.0% | $3,680-55.2% | $4,876-66.2% |
| Participant deferral / active EE | $3,354 | $4,478-25.1% | $3,897-13.9% | $5,439-38.3% |
| Admin fee / account holder | $152 | $6,333-97.6% | $5,194-97.1% | $10,886-98.6% |