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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 | $30,884 | $226,135-86.3% | $182,558-83.1% | $152,909-79.8% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 26.69% | 192.60%-165.9pp | 148.59%-121.9pp | 345.46%-318.8pp |
| Employer contribution / active EE | $3,330 | $4,979-33.1% | $4,076-18.3% | $4,764-30.1% |
| Participant deferral / active EE | $8,798 | $6,371+38.1% | $5,526+59.2% | $5,851+50.4% |
| Admin fee / account holder | $280 | $10,707-97.4% | $8,594-96.7% | $11,601-97.6% |