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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 | $20,484 | $148,582-86.2% | $135,942-84.9% | $139,456-85.3% |
| Participation rate | 42.9% | 83.9%-41.0pp | 81.9%-39.1pp | 80.3%-37.5pp |
| Annual return | 53.85% | 79.26%-25.4pp | 68.28%-14.4pp | 373.45%-319.6pp |
| Employer contribution / active EE | $2,194 | $5,245-58.2% | $4,858-54.8% | $4,753-53.8% |
| Participant deferral / active EE | $5,188 | $8,101-36.0% | $7,759-33.1% | $6,711-22.7% |
| Admin fee / account holder | $126 | $12,402-99.0% | $10,764-98.8% | $11,407-98.9% |