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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 | $20,449 | $108,695-81.2% | $74,722-72.6% | $152,897-86.6% |
| Participation rate | 57.1% | 65.4%-8.2pp | 54.5%+2.7pp | 82.5%-25.3pp |
| Annual return | 24.68% | 114.11%-89.4pp | 753.11%-728.4pp | 345.43%-320.8pp |
| Employer contribution / active EE | $1,047 | $1,504-30.4% | $1,084-3.4% | $4,764-78.0% |
| Participant deferral / active EE | $3,509 | $2,712+29.4% | $1,963+78.7% | $5,851-40.0% |
| Admin fee / account holder | $18 | $4,906-99.6% | $3,335-99.5% | $11,599-99.8% |