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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 | $12,013 | $109,411-89.0% | $89,435-86.6% | $158,982-92.4% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 54.28% | 345.68%-291.4pp | 245.55%-191.3pp | 302.99%-248.7pp |
| Employer contribution / active EE | $1,466 | $3,173-53.8% | $2,587-43.3% | $4,763-69.2% |
| Participant deferral / active EE | $2,068 | $4,600-55.0% | $3,890-46.8% | $5,983-65.4% |
| Admin fee / account holder | $48 | $6,159-99.2% | $4,884-99.0% | $11,252-99.6% |