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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 | $25,616 | $175,259-85.4% | $149,723-82.9% | $139,487-81.6% |
| Participation rate | 28.6% | 83.4%-54.8pp | 78.8%-50.2pp | 80.3%-51.8pp |
| Annual return | 69.49% | 166.82%-97.3pp | 134.50%-65.0pp | 373.84%-304.4pp |
| Employer contribution / active EE | $3,125 | $5,478-43.0% | $4,821-35.2% | $4,755-34.3% |
| Participant deferral / active EE | $6,069 | $6,522-6.9% | $5,682+6.8% | $6,713-9.6% |
| Admin fee / account holder | $79 | $16,158-99.5% | $13,215-99.4% | $11,407-99.3% |