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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 | $33,549 | $107,363-68.8% | $92,909-63.9% | $152,897-78.1% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 17.98% | 145.63%-127.7pp | 109.44%-91.5pp | 345.43%-327.5pp |
| Employer contribution / active EE | $1,312 | $4,222-68.9% | $3,653-64.1% | $4,764-72.5% |
| Participant deferral / active EE | $9,273 | $4,848+91.3% | $4,238+118.8% | $5,851+58.5% |
| Admin fee / account holder | $153 | $7,082-97.8% | $5,795-97.4% | $11,599-98.7% |