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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 | $32,597 | $156,963-79.2% | $121,204-73.1% | $139,466-76.6% |
| Participation rate | 33.3% | 76.5%-43.1pp | 69.5%-36.2pp | 80.3%-47.0pp |
| Annual return | 26.82% | 1476.75%-1449.9pp | 987.18%-960.4pp | 373.66%-346.8pp |
| Employer contribution / active EE | $1,952 | $5,544-64.8% | $4,170-53.2% | $4,754-58.9% |
| Participant deferral / active EE | $4,363 | $4,848-10.0% | $4,083+6.9% | $6,712-35.0% |
| Admin fee / account holder | $253 | $6,953-96.4% | $5,651-95.5% | $11,409-97.8% |