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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 | $54,154 | $109,411-50.5% | $89,435-39.4% | $158,982-65.9% |
| Participation rate | 17.6% | 74.3%-56.6pp | 68.0%-50.3pp | 82.0%-64.3pp |
| Annual return | 30.73% | 345.68%-314.9pp | 245.55%-214.8pp | 302.99%-272.3pp |
| Employer contribution / active EE | $610 | $3,173-80.8% | $2,587-76.4% | $4,763-87.2% |
| Participant deferral / active EE | $2,631 | $4,600-42.8% | $3,890-32.4% | $5,983-56.0% |
| Admin fee / account holder | $20 | $6,159-99.7% | $4,884-99.6% | $11,252-99.8% |