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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 | $74,919 | $114,130-34.4% | $96,192-22.1% | $167,553-55.3% |
| Participation rate | 16.7% | 75.1%-58.4pp | 68.4%-51.8pp | 82.1%-65.4pp |
| Annual return | 18.60% | 190.07%-171.5pp | 192.09%-173.5pp | 478.89%-460.3pp |
| Employer contribution / active EE | $529 | $3,431-84.6% | $2,799-81.1% | $4,840-89.1% |
| Participant deferral / active EE | $2,441 | $5,198-53.0% | $4,351-43.9% | $6,343-61.5% |
| Admin fee / account holder | $20 | $6,901-99.7% | $5,539-99.6% | $12,316-99.8% |