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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 | $14,322 | $96,678-85.2% | $86,640-83.5% | $139,466-89.7% |
| Participation rate | 56.3% | 74.4%-18.2pp | 71.7%-15.5pp | 80.3%-24.1pp |
| Annual return | 28.02% | 106.69%-78.7pp | 592.52%-564.5pp | 373.66%-345.6pp |
| Employer contribution / active EE | $2,077 | $3,265-36.4% | $3,024-31.3% | $4,754-56.3% |
| Participant deferral / active EE | $3,320 | $4,837-31.4% | $4,438-25.2% | $6,712-50.5% |
| Admin fee / account holder | $165 | $6,410-97.4% | $5,616-97.1% | $11,409-98.6% |