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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 | $22,991 | $106,005-78.3% | $92,239-75.1% | $147,585-84.4% |
| Participation rate | 16.7% | 80.4%-63.7pp | 76.5%-59.8pp | 82.8%-66.2pp |
| Annual return | 75.88% | 50.05%+25.8pp | 176.29%-100.4pp | 578.58%-502.7pp |
| Employer contribution / active EE | $2,242 | $4,333-48.3% | $3,680-39.1% | $4,876-54.0% |
| Participant deferral / active EE | $5,653 | $4,478+26.2% | $3,897+45.1% | $5,439+3.9% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |