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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 | $14,097 | $101,069-86.1% | $81,478-82.7% | $147,585-90.4% |
| Participation rate | 57.1% | 74.5%-17.3pp | 68.0%-10.8pp | 82.8%-25.7pp |
| Annual return | 67.91% | 32.40%+35.5pp | 38.78%+29.1pp | 578.57%-510.7pp |
| Employer contribution / active EE | $597 | $3,205-81.4% | $2,568-76.8% | $4,876-87.8% |
| Participant deferral / active EE | $4,442 | $4,242+4.7% | $3,537+25.6% | $5,439-18.3% |
| Admin fee / account holder | $53 | $5,812-99.1% | $4,561-98.8% | $10,885-99.5% |