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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 | $23,098 | $175,231-86.8% | $149,696-84.6% | $139,466-83.4% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 26.13% | 166.77%-140.6pp | 134.46%-108.3pp | 373.66%-347.5pp |
| Employer contribution / active EE | $1,718 | $5,478-68.6% | $4,821-64.4% | $4,754-63.9% |
| Participant deferral / active EE | $3,444 | $6,521-47.2% | $5,682-39.4% | $6,712-48.7% |
| Admin fee / account holder | $181 | $16,155-98.9% | $13,212-98.6% | $11,409-98.4% |