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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 | $21,423 | $49,199-56.5% | $121,204-82.3% | $75,173-71.5% |
| Participation rate | 35.1% | 55.4%-20.4pp | 69.5%-34.5pp | 67.2%-32.1pp |
| Annual return | 19.54% | 56.04%-36.5pp | 987.18%-967.6pp | 160.72%-141.2pp |
| Employer contribution / active EE | $378 | $1,547-75.6% | $4,170-90.9% | $2,671-85.8% |
| Participant deferral / active EE | $1,422 | $2,630-45.9% | $4,083-65.2% | $4,126-65.5% |
| Admin fee / account holder | $98 | $3,946-97.5% | $5,651-98.3% | $5,651-98.3% |