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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 | $21,044 | $103,008-79.6% | $90,304-76.7% | $152,897-86.2% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 37.92% | 95.22%-57.3pp | 78.13%-40.2pp | 345.43%-307.5pp |
| Employer contribution / active EE | $2,512 | $3,139-20.0% | $2,855-12.0% | $4,764-47.3% |
| Participant deferral / active EE | $14,860 | $4,281+247.1% | $3,885+282.5% | $5,851+154.0% |
| Admin fee / account holder | $50 | $6,175-99.2% | $5,354-99.1% | $11,599-99.6% |