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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 | $42,513 | $96,643-56.0% | $86,617-50.9% | $139,456-69.5% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 26.42% | 106.57%-80.2pp | 591.91%-565.5pp | 373.45%-347.0pp |
| Employer contribution / active EE | $4,303 | $3,264+31.8% | $3,023+42.3% | $4,753-9.5% |
| Participant deferral / active EE | $5,260 | $4,835+8.8% | $4,437+18.5% | $6,711-21.6% |
| Admin fee / account holder | $160 | $6,406-97.5% | $5,613-97.2% | $11,407-98.6% |