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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 | $21,833 | $107,363-79.7% | $92,909-76.5% | $152,897-85.7% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.5%-49.1pp |
| Annual return | 34.18% | 145.63%-111.4pp | 109.44%-75.3pp | 345.43%-311.3pp |
| Employer contribution / active EE | $2,206 | $4,222-47.8% | $3,653-39.6% | $4,764-53.7% |
| Participant deferral / active EE | $6,333 | $4,848+30.6% | $4,238+49.4% | $5,851+8.2% |
| Admin fee / account holder | $153 | $7,082-97.8% | $5,795-97.4% | $11,599-98.7% |