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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 | $34,215 | $154,754-77.9% | $124,206-72.5% | $138,895-75.4% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.6%-2.9pp | 79.9%-13.3pp |
| Annual return | 14.54% | 709.28%-694.7pp | 515.27%-500.7pp | 145.39%-130.9pp |
| Employer contribution / active EE | $1,592 | $4,446-64.2% | $3,540-55.0% | $4,194-62.0% |
| Participant deferral / active EE | $4,604 | $4,621-0.4% | $3,968+16.0% | $6,396-28.0% |
| Admin fee / account holder | $24 | $6,690-99.6% | $5,929-99.6% | $12,562-99.8% |