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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 | $111,785-80.9% | $93,669-77.2% | $145,877-85.4% |
| Participation rate | 53.3% | 74.2%-20.9pp | 68.7%-15.4pp | 80.3%-27.0pp |
| Annual return | 90.27% | 203.79%-113.5pp | 133.59%-43.3pp | 551.28%-461.0pp |
| Employer contribution / active EE | $2,223 | $3,096-28.2% | $2,424-8.3% | $4,663-52.3% |
| Participant deferral / active EE | $5,348 | $4,919+8.7% | $4,416+21.1% | $6,691-20.1% |
| Admin fee / account holder | $224 | $10,256-97.8% | $8,291-97.3% | $13,402-98.3% |