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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 | $34,552 | $109,411-68.4% | $89,435-61.4% | $158,982-78.3% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 34.42% | 345.68%-311.3pp | 245.55%-211.1pp | 302.99%-268.6pp |
| Employer contribution / active EE | $1,421 | $3,173-55.2% | $2,587-45.1% | $4,763-70.2% |
| Participant deferral / active EE | $3,697 | $4,600-19.6% | $3,890-5.0% | $5,983-38.2% |
| Admin fee / account holder | $260 | $6,159-95.8% | $4,884-94.7% | $11,252-97.7% |