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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 | $41,995 | $167,030-74.9% | $135,768-69.1% | $155,188-72.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 71.1%-21.1pp | 80.8%-30.8pp |
| Annual return | 23.43% | 678.39%-655.0pp | 526.10%-502.7pp | 148.84%-125.4pp |
| Employer contribution / active EE | $6,077 | $4,132+47.1% | $3,394+79.1% | $4,248+43.1% |
| Participant deferral / active EE | $18,637 | $4,528+311.6% | $3,977+368.6% | $6,531+185.4% |
| Admin fee / account holder | $222 | $8,172-97.3% | $7,048-96.9% | $14,480-98.5% |