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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 | $22,407 | $175,231-87.2% | $149,696-85.0% | $139,466-83.9% |
| Participation rate | 65.2% | 83.4%-18.2pp | 78.8%-13.6pp | 80.3%-15.1pp |
| Annual return | 31.39% | 166.77%-135.4pp | 134.46%-103.1pp | 373.66%-342.3pp |
| Employer contribution / active EE | $2,100 | $5,478-61.7% | $4,821-56.4% | $4,754-55.8% |
| Participant deferral / active EE | $4,958 | $6,521-24.0% | $5,682-12.7% | $6,712-26.1% |
| Admin fee / account holder | $134 | $16,155-99.2% | $13,212-99.0% | $11,409-98.8% |