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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 | $28,475 | $175,231-83.7% | $149,696-81.0% | $139,466-79.6% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 36.16% | 166.77%-130.6pp | 134.46%-98.3pp | 373.66%-337.5pp |
| Employer contribution / active EE | $1,440 | $5,478-73.7% | $4,821-70.1% | $4,754-69.7% |
| Participant deferral / active EE | $5,920 | $6,521-9.2% | $5,682+4.2% | $6,712-11.8% |
| Admin fee / account holder | $140 | $16,155-99.1% | $13,212-98.9% | $11,409-98.8% |