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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 | $21,606 | $105,160-79.5% | $94,679-77.2% | $139,456-84.5% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 77.83% | 38.04%+39.8pp | 156.75%-78.9pp | 373.45%-295.6pp |
| Employer contribution / active EE | $2,731 | $4,107-33.5% | $3,673-25.6% | $4,753-42.5% |
| Participant deferral / active EE | $8,595 | $7,599+13.1% | $7,417+15.9% | $6,711+28.1% |
| Admin fee / account holder | $46 | $8,988-99.5% | $7,233-99.4% | $11,407-99.6% |