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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 | $32,845 | $106,008-69.0% | $92,240-64.4% | $147,586-77.7% |
| Participation rate | 62.5% | 80.4%-17.9pp | 76.5%-14.0pp | 82.8%-20.3pp |
| Annual return | 13.10% | 50.05%-37.0pp | 176.29%-163.2pp | 578.59%-565.5pp |
| Employer contribution / active EE | $2,238 | $4,333-48.4% | $3,680-39.2% | $4,876-54.1% |
| Participant deferral / active EE | $11,370 | $4,478+153.9% | $3,897+191.8% | $5,439+109.1% |
| Admin fee / account holder | $294 | $6,333-95.4% | $5,194-94.3% | $10,886-97.3% |