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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 | $6,801 | $99,995-93.2% | $85,063-92.0% | $145,978-95.3% |
| Participation rate | 55.6% | 74.1%-18.5pp | 67.5%-11.9pp | 80.3%-24.7pp |
| Annual return | 42.43% | 83.99%-41.6pp | 66.54%-24.1pp | 550.52%-508.1pp |
| Employer contribution / active EE | $2,126 | $3,231-34.2% | $2,727-22.0% | $4,662-54.4% |
| Participant deferral / active EE | $3,265 | $5,295-38.3% | $4,523-27.8% | $6,690-51.2% |
| Admin fee / account holder | $57 | $7,255-99.2% | $6,155-99.1% | $13,400-99.6% |