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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 | $35,934 | $90,530-60.3% | $76,030-52.7% | $145,897-75.4% |
| Participation rate | 42.9% | 74.4%-31.6pp | 69.1%-26.2pp | 80.3%-37.4pp |
| Annual return | 14.80% | 625.08%-610.3pp | 361.54%-346.7pp | 552.29%-537.5pp |
| Employer contribution / active EE | $1,224 | $3,319-63.1% | $2,688-54.5% | $4,663-73.8% |
| Participant deferral / active EE | $3,754 | $5,164-27.3% | $4,257-11.8% | $6,689-43.9% |
| Admin fee / account holder | $19 | $8,383-99.8% | $6,421-99.7% | $13,390-99.9% |