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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 | $28,286 | $107,368-73.7% | $92,915-69.6% | $152,909-81.5% |
| Participation rate | 41.7% | 79.8%-38.1pp | 76.0%-34.3pp | 82.5%-40.8pp |
| Annual return | 36.91% | 145.64%-108.7pp | 109.45%-72.5pp | 345.46%-308.6pp |
| Employer contribution / active EE | $2,925 | $4,222-30.7% | $3,653-19.9% | $4,764-38.6% |
| Participant deferral / active EE | $5,349 | $4,848+10.3% | $4,238+26.2% | $5,851-8.6% |
| Admin fee / account holder | $100 | $7,082-98.6% | $5,796-98.3% | $11,601-99.1% |