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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 | $56,205 | $111,830-49.7% | $93,696-40.0% | $145,884-61.5% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 14.55% | 204.08%-189.5pp | 133.74%-119.2pp | 551.85%-537.3pp |
| Employer contribution / active EE | $2,250 | $3,093-27.3% | $2,422-7.1% | $4,662-51.7% |
| Participant deferral / active EE | $2,314 | $4,920-53.0% | $4,417-47.6% | $6,690-65.4% |
| Admin fee / account holder | $156 | $10,249-98.5% | $8,287-98.1% | $13,392-98.8% |