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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 | $23,490 | $102,595-77.1% | $94,057-75.0% | $154,746-84.8% |
| Participation rate | 61.5% | 76.0%-14.5pp | 73.3%-11.8pp | 80.7%-19.2pp |
| Annual return | 20.62% | 583.42%-562.8pp | 480.62%-460.0pp | 172.34%-151.7pp |
| Employer contribution / active EE | $1,097 | $3,147-65.2% | $2,933-62.6% | $4,379-75.0% |
| Participant deferral / active EE | $3,881 | $5,118-24.2% | $4,709-17.6% | $6,730-42.3% |
| Admin fee / account holder | $131 | $7,736-98.3% | $7,244-98.2% | $14,365-99.1% |