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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 | $34,339 | $108,695-68.4% | $74,722-54.0% | $152,897-77.5% |
| Participation rate | 16.7% | 65.4%-48.7pp | 54.5%-37.8pp | 82.5%-65.8pp |
| Annual return | 27.59% | 114.11%-86.5pp | 753.11%-725.5pp | 345.43%-317.8pp |
| Employer contribution / active EE | $421 | $1,504-72.0% | $1,084-61.1% | $4,764-91.2% |
| Participant deferral / active EE | $2,246 | $2,712-17.2% | $1,963+14.4% | $5,851-61.6% |
| Admin fee / account holder | $121 | $4,906-97.5% | $3,335-96.4% | $11,599-99.0% |