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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 | $32,491 | $108,695-70.1% | $74,722-56.5% | $152,897-78.8% |
| Participation rate | 10.5% | 65.4%-54.8pp | 54.5%-43.9pp | 82.5%-71.9pp |
| Annual return | 17.08% | 114.11%-97.0pp | 753.11%-736.0pp | 345.43%-328.3pp |
| Employer contribution / active EE | $225 | $1,504-85.0% | $1,084-79.2% | $4,764-95.3% |
| Participant deferral / active EE | $1,053 | $2,712-61.2% | $1,963-46.4% | $5,851-82.0% |
| Admin fee / account holder | $10 | $4,906-99.8% | $3,335-99.7% | $11,599-99.9% |