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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 | $21,363 | $111,814-80.9% | $93,654-77.2% | $145,959-85.4% |
| Participation rate | 53.3% | 74.2%-20.9pp | 68.7%-15.4pp | 80.3%-27.0pp |
| Annual return | 90.27% | 203.30%-113.0pp | 133.34%-43.1pp | 561.95%-471.7pp |
| Employer contribution / active EE | $2,223 | $3,092-28.1% | $2,421-8.2% | $4,661-52.3% |
| Participant deferral / active EE | $5,348 | $4,914+8.8% | $4,413+21.2% | $6,689-20.0% |
| Admin fee / account holder | $224 | $10,246-97.8% | $8,282-97.3% | $13,398-98.3% |