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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 | $49,977 | $175,231-71.5% | $149,696-66.6% | $139,466-64.2% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 22.34% | 166.77%-144.4pp | 134.46%-112.1pp | 373.66%-351.3pp |
| Employer contribution / active EE | $1,727 | $5,478-68.5% | $4,821-64.2% | $4,754-63.7% |
| Participant deferral / active EE | $6,500 | $6,521-0.3% | $5,682+14.4% | $6,712-3.2% |
| Admin fee / account holder | $183 | $16,155-98.9% | $13,212-98.6% | $11,409-98.4% |