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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 | $34,719 | $175,231-80.2% | $149,696-76.8% | $139,466-75.1% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 21.63% | 166.77%-145.1pp | 134.46%-112.8pp | 373.66%-352.0pp |
| Employer contribution / active EE | $3,033 | $5,478-44.6% | $4,821-37.1% | $4,754-36.2% |
| Participant deferral / active EE | $10,822 | $6,521+65.9% | $5,682+90.5% | $6,712+61.2% |
| Admin fee / account holder | $43 | $16,155-99.7% | $13,212-99.7% | $11,409-99.6% |