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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 | $28,005 | $106,005-73.6% | $92,239-69.6% | $147,585-81.0% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 16.22% | 50.05%-33.8pp | 176.29%-160.1pp | 578.58%-562.4pp |
| Employer contribution / active EE | $1,750 | $4,333-59.6% | $3,680-52.4% | $4,876-64.1% |
| Participant deferral / active EE | $5,022 | $4,478+12.2% | $3,897+28.9% | $5,439-7.7% |
| Admin fee / account holder | $11 | $6,333-99.8% | $5,194-99.8% | $10,886-99.9% |