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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 | $12,171 | $96,643-87.4% | $86,617-85.9% | $139,456-91.3% |
| Participation rate | 44.4% | 74.4%-30.0pp | 71.7%-27.3pp | 80.3%-35.9pp |
| Annual return | 29.16% | 106.57%-77.4pp | 591.91%-562.7pp | 373.45%-344.3pp |
| Employer contribution / active EE | $741 | $3,264-77.3% | $3,023-75.5% | $4,753-84.4% |
| Participant deferral / active EE | $1,481 | $4,835-69.4% | $4,437-66.6% | $6,711-77.9% |
| Admin fee / account holder | $0 | $6,406-100.0% | $5,613-100.0% | $11,407-100.0% |