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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 | $13,960 | $110,551-87.4% | $80,741-82.7% | $167,536-91.7% |
| Participation rate | 37.5% | 64.0%-26.5pp | 54.2%-16.7pp | 82.1%-44.6pp |
| Annual return | 36.36% | 120.57%-84.2pp | 87.30%-50.9pp | 478.82%-442.5pp |
| Employer contribution / active EE | $1,028 | $1,543-33.4% | $1,160-11.4% | $4,839-78.8% |
| Participant deferral / active EE | $2,466 | $2,870-14.1% | $2,145+14.9% | $6,342-61.1% |
| Admin fee / account holder | $7 | $4,547-99.8% | $3,380-99.8% | $12,315-99.9% |