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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 | $22,995 | $49,891-53.9% | $80,607-71.5% | $75,181-69.4% |
| Participation rate | 26.5% | 55.3%-28.8pp | 67.0%-40.5pp | 67.2%-40.7pp |
| Annual return | 23.99% | 34.67%-10.7pp | 936.11%-912.1pp | 160.69%-136.7pp |
| Employer contribution / active EE | $975 | $1,698-42.6% | $2,724-64.2% | $2,671-63.5% |
| Participant deferral / active EE | $2,559 | $2,991-14.4% | $4,448-42.5% | $4,126-38.0% |
| Admin fee / account holder | $253 | $3,578-92.9% | $5,379-95.3% | $5,650-95.5% |