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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 | $24,914 | $111,830-77.7% | $93,696-73.4% | $145,884-82.9% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 22.26% | 204.08%-181.8pp | 133.74%-111.5pp | 551.85%-529.6pp |
| Employer contribution / active EE | $1,483 | $3,093-52.1% | $2,422-38.8% | $4,662-68.2% |
| Participant deferral / active EE | $6,158 | $4,920+25.2% | $4,417+39.4% | $6,690-8.0% |
| Admin fee / account holder | $50 | $10,249-99.5% | $8,287-99.4% | $13,392-99.6% |