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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 | $45,028 | $111,785-59.7% | $93,669-51.9% | $145,877-69.1% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 17.24% | 203.79%-186.5pp | 133.59%-116.4pp | 551.28%-534.0pp |
| Employer contribution / active EE | $1,821 | $3,096-41.2% | $2,424-24.9% | $4,663-61.0% |
| Participant deferral / active EE | $15,833 | $4,919+221.9% | $4,416+258.6% | $6,691+136.7% |
| Admin fee / account holder | $12 | $10,256-99.9% | $8,291-99.9% | $13,402-99.9% |