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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 | $16,728 | $111,785-85.0% | $93,669-82.1% | $145,877-88.5% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 16.45% | 203.79%-187.3pp | 133.59%-117.1pp | 551.28%-534.8pp |
| Employer contribution / active EE | $1,945 | $3,096-37.2% | $2,424-19.8% | $4,663-58.3% |
| Participant deferral / active EE | $3,323 | $4,919-32.4% | $4,416-24.7% | $6,691-50.3% |
| Admin fee / account holder | $101 | $10,256-99.0% | $8,291-98.8% | $13,402-99.2% |