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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 | $34,409 | $115,814-70.3% | $101,275-66.0% | $158,982-78.4% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 39.22% | 56.16%-16.9pp | 46.48%-7.3pp | 302.99%-263.8pp |
| Employer contribution / active EE | $2,225 | $4,176-46.7% | $3,660-39.2% | $4,763-53.3% |
| Participant deferral / active EE | $5,755 | $4,958+16.1% | $4,371+31.7% | $5,983-3.8% |
| Admin fee / account holder | $112 | $7,249-98.5% | $5,948-98.1% | $11,252-99.0% |