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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 | $26,766 | $96,643-72.3% | $86,617-69.1% | $139,456-80.8% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 25.54% | 106.57%-81.0pp | 591.91%-566.4pp | 373.45%-347.9pp |
| Employer contribution / active EE | $766 | $3,264-76.5% | $3,023-74.7% | $4,753-83.9% |
| Participant deferral / active EE | $1,133 | $4,835-76.6% | $4,437-74.5% | $6,711-83.1% |
| Admin fee / account holder | $25 | $6,406-99.6% | $5,613-99.6% | $11,407-99.8% |