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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 | $24,721 | $160,070-84.6% | $147,117-83.2% | $145,897-83.1% |
| Participation rate | 58.8% | 84.0%-25.2pp | 82.2%-23.4pp | 80.3%-21.5pp |
| Annual return | 97.51% | 98.69%-1.2pp | 420.54%-323.0pp | 552.29%-454.8pp |
| Employer contribution / active EE | $1,740 | $5,285-67.1% | $4,932-64.7% | $4,663-62.7% |
| Participant deferral / active EE | $4,200 | $8,419-50.1% | $8,065-47.9% | $6,689-37.2% |
| Admin fee / account holder | $68 | $15,035-99.5% | $12,993-99.5% | $13,390-99.5% |