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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 | $64,691 | $176,105-63.3% | $159,474-59.4% | $167,536-61.4% |
| Participation rate | 56.3% | 85.0%-28.7pp | 82.8%-26.6pp | 82.1%-25.9pp |
| Annual return | 98.33% | 331.91%-233.6pp | 263.68%-165.3pp | 478.82%-380.5pp |
| Employer contribution / active EE | $1,105 | $5,299-79.2% | $4,831-77.1% | $4,839-77.2% |
| Participant deferral / active EE | $3,254 | $7,751-58.0% | $7,353-55.7% | $6,342-48.7% |
| Admin fee / account holder | $229 | $12,559-98.2% | $10,802-97.9% | $12,315-98.1% |