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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 | $33,640 | $108,701-69.1% | $74,723-55.0% | $152,909-78.0% |
| Participation rate | 52.2% | 65.4%-13.2pp | 54.5%-2.3pp | 82.5%-30.3pp |
| Annual return | 24.36% | 114.12%-89.8pp | 753.18%-728.8pp | 345.46%-321.1pp |
| Employer contribution / active EE | $1,105 | $1,504-26.5% | $1,084+2.0% | $4,764-76.8% |
| Participant deferral / active EE | $2,924 | $2,709+7.9% | $1,962+49.0% | $5,851-50.0% |
| Admin fee / account holder | $155 | $4,906-96.8% | $3,335-95.3% | $11,601-98.7% |