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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 | $19,027 | $104,937-81.9% | $84,628-77.5% | $152,897-87.6% |
| Participation rate | 41.7% | 74.8%-33.2pp | 68.2%-26.6pp | 82.5%-40.8pp |
| Annual return | 35.32% | 373.88%-338.6pp | 258.80%-223.5pp | 345.43%-310.1pp |
| Employer contribution / active EE | $836 | $3,303-74.7% | $2,653-68.5% | $4,764-82.4% |
| Participant deferral / active EE | $2,635 | $4,690-43.8% | $3,900-32.4% | $5,851-55.0% |
| Admin fee / account holder | $20 | $6,243-99.7% | $4,914-99.6% | $11,599-99.8% |