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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 | $69,830 | $106,005-34.1% | $92,239-24.3% | $147,585-52.7% |
| Participation rate | 64.7% | 80.4%-15.7pp | 76.5%-11.8pp | 82.8%-18.1pp |
| Annual return | 17.87% | 50.05%-32.2pp | 176.29%-158.4pp | 578.58%-560.7pp |
| Employer contribution / active EE | $1,547 | $4,333-64.3% | $3,680-57.9% | $4,876-68.3% |
| Participant deferral / active EE | $3,196 | $4,478-28.6% | $3,897-18.0% | $5,439-41.2% |
| Admin fee / account holder | $247 | $6,333-96.1% | $5,194-95.2% | $10,886-97.7% |