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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 | $24,443 | $175,231-86.1% | $149,696-83.7% | $139,466-82.5% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 32.97% | 166.77%-133.8pp | 134.46%-101.5pp | 373.66%-340.7pp |
| Employer contribution / active EE | $1,375 | $5,478-74.9% | $4,821-71.5% | $4,754-71.1% |
| Participant deferral / active EE | $5,900 | $6,521-9.5% | $5,682+3.8% | $6,712-12.1% |
| Admin fee / account holder | $206 | $16,155-98.7% | $13,212-98.4% | $11,409-98.2% |