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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 | $103,334 | $226,135-54.3% | $182,558-43.4% | $152,909-32.4% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 23.94% | 192.60%-168.7pp | 148.59%-124.7pp | 345.46%-321.5pp |
| Employer contribution / active EE | $1,423 | $4,979-71.4% | $4,076-65.1% | $4,764-70.1% |
| Participant deferral / active EE | $1,423 | $6,371-77.7% | $5,526-74.2% | $5,851-75.7% |
| Admin fee / account holder | $94 | $10,707-99.1% | $8,594-98.9% | $11,601-99.2% |