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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 | $70,934 | $96,678-26.6% | $86,640-18.1% | $139,466-49.1% |
| Participation rate | 28.6% | 74.4%-45.8pp | 71.7%-43.1pp | 80.3%-51.8pp |
| Annual return | 15.76% | 106.69%-90.9pp | 592.52%-576.8pp | 373.66%-357.9pp |
| Employer contribution / active EE | $1,570 | $3,265-51.9% | $3,024-48.1% | $4,754-67.0% |
| Participant deferral / active EE | $2,394 | $4,837-50.5% | $4,438-46.1% | $6,712-64.3% |
| Admin fee / account holder | $8 | $6,410-99.9% | $5,616-99.9% | $11,409-99.9% |