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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 | $20,508 | $114,130-82.0% | $96,192-78.7% | $167,553-87.8% |
| Participation rate | 36.4% | 75.1%-38.7pp | 68.4%-32.1pp | 82.1%-45.8pp |
| Annual return | 12.75% | 190.07%-177.3pp | 192.09%-179.3pp | 478.89%-466.1pp |
| Employer contribution / active EE | $719 | $3,431-79.1% | $2,799-74.3% | $4,840-85.2% |
| Participant deferral / active EE | $1,291 | $5,198-75.2% | $4,351-70.3% | $6,343-79.7% |
| Admin fee / account holder | $20 | $6,901-99.7% | $5,539-99.6% | $12,316-99.8% |