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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 | $16,872 | $85,171-80.2% | $172,753-90.2% | $72,976-76.9% |
| Participation rate | 63.2% | 70.1%-6.9pp | 82.6%-19.5pp | 69.5%-6.3pp |
| Annual return | 482.11% | 27.32%+454.8pp | 803.00%-320.9pp | 81.02%+401.1pp |
| Employer contribution / active EE | $822 | $3,324-75.3% | $5,144-84.0% | $2,440-66.3% |
| Participant deferral / active EE | $1,079 | $3,260-66.9% | $5,198-79.2% | $3,608-70.1% |
| Admin fee / account holder | $232 | $5,880-96.1% | $13,956-98.3% | $5,124-95.5% |