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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 | $88,630 | $104,937-15.5% | $84,628+4.7% | $152,897-42.0% |
| Participation rate | 16.7% | 74.8%-58.2pp | 68.2%-51.6pp | 82.5%-65.8pp |
| Annual return | 22.16% | 373.88%-351.7pp | 258.80%-236.6pp | 345.43%-323.3pp |
| Employer contribution / active EE | $634 | $3,303-80.8% | $2,653-76.1% | $4,764-86.7% |
| Participant deferral / active EE | $2,958 | $4,690-36.9% | $3,900-24.1% | $5,851-49.4% |
| Admin fee / account holder | $20 | $6,243-99.7% | $4,914-99.6% | $11,599-99.8% |