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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 | $45,675 | $72,071-36.6% | $68,368-33.2% | $137,256-66.7% |
| Participation rate | 21.1% | 76.2%-55.2pp | 73.8%-52.7pp | 80.0%-58.9pp |
| Annual return | 22.26% | 353.14%-330.9pp | 292.57%-270.3pp | 220.34%-198.1pp |
| Employer contribution / active EE | $724 | $2,788-74.0% | $2,649-72.7% | $4,156-82.6% |
| Participant deferral / active EE | $980 | $4,410-77.8% | $4,123-76.2% | $6,407-84.7% |
| Admin fee / account holder | $20 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |