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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 | $19,062 | $105,158-81.9% | $94,672-79.9% | $139,487-86.3% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 54.64% | 38.11%+16.5pp | 156.89%-102.2pp | 373.84%-319.2pp |
| Employer contribution / active EE | $3,370 | $4,107-18.0% | $3,673-8.3% | $4,755-29.1% |
| Participant deferral / active EE | $4,133 | $7,599-45.6% | $7,417-44.3% | $6,713-38.4% |
| Admin fee / account holder | $18 | $8,972-99.8% | $7,222-99.8% | $11,407-99.8% |