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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 | $8,171 | $123,982-93.4% | $69,701-88.3% | $145,959-94.4% |
| Participation rate | 57.1% | 69.2%-12.1pp | 66.4%-9.3pp | 80.3%-23.1pp |
| Annual return | 21.98% | 191.01%-169.0pp | 100.32%-78.3pp | 561.95%-540.0pp |
| Employer contribution / active EE | $1,334 | $2,681-50.3% | $1,713-22.1% | $4,661-71.4% |
| Participant deferral / active EE | $1,424 | $4,236-66.4% | $2,887-50.7% | $6,689-78.7% |
| Admin fee / account holder | $12 | $7,867-99.9% | $4,717-99.8% | $13,398-99.9% |