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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 | $8,975 | $108,212-91.7% | $77,513-88.4% | $158,966-94.4% |
| Participation rate | 50.0% | 64.4%-14.4pp | 54.2%-4.2pp | 82.0%-32.0pp |
| Annual return | 67.20% | 31.67%+35.5pp | 54.81%+12.4pp | 302.95%-235.7pp |
| Employer contribution / active EE | $1,345 | $1,325+1.5% | $987+36.3% | $4,762-71.8% |
| Participant deferral / active EE | $1,345 | $2,455-45.2% | $1,861-27.7% | $5,983-77.5% |
| Admin fee / account holder | $42 | $3,709-98.9% | $2,859-98.5% | $11,250-99.6% |