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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 | $43,156 | $107,363-59.8% | $92,909-53.6% | $152,897-71.8% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.5%-49.1pp |
| Annual return | 30.59% | 145.63%-115.0pp | 109.44%-78.8pp | 345.43%-314.8pp |
| Employer contribution / active EE | $1,364 | $4,222-67.7% | $3,653-62.7% | $4,764-71.4% |
| Participant deferral / active EE | $3,667 | $4,848-24.4% | $4,238-13.5% | $5,851-37.3% |
| Admin fee / account holder | $101 | $7,082-98.6% | $5,795-98.3% | $11,599-99.1% |