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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 | $35,416 | $106,005-66.6% | $92,239-61.6% | $147,585-76.0% |
| Participation rate | 27.3% | 80.4%-53.1pp | 76.5%-49.2pp | 82.8%-55.6pp |
| Annual return | 21.19% | 50.05%-28.9pp | 176.29%-155.1pp | 578.58%-557.4pp |
| Employer contribution / active EE | $883 | $4,333-79.6% | $3,680-76.0% | $4,876-81.9% |
| Participant deferral / active EE | $3,022 | $4,478-32.5% | $3,897-22.5% | $5,439-44.4% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |