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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 | $22,638 | $149,040-84.8% | $120,225-81.2% | $137,256-83.5% |
| Participation rate | 31.3% | 75.4%-44.2pp | 69.6%-38.3pp | 80.0%-48.7pp |
| Annual return | 21.97% | 605.68%-583.7pp | 439.23%-417.3pp | 220.34%-198.4pp |
| Employer contribution / active EE | $641 | $4,350-85.3% | $3,475-81.5% | $4,156-84.6% |
| Participant deferral / active EE | $2,400 | $4,655-48.4% | $3,999-40.0% | $6,407-62.5% |
| Admin fee / account holder | $91 | $6,348-98.6% | $5,696-98.4% | $12,270-99.3% |