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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 | $16,530 | $100,901-83.6% | $75,501-78.1% | $147,586-88.8% |
| Participation rate | 50.0% | 77.1%-27.1pp | 72.4%-22.4pp | 82.8%-32.8pp |
| Annual return | 149.96% | 35.78%+114.2pp | 27.35%+122.6pp | 578.59%-428.6pp |
| Employer contribution / active EE | $1,165 | $3,253-64.2% | $2,352-50.5% | $4,876-76.1% |
| Participant deferral / active EE | $1,824 | $4,027-54.7% | $3,142-41.9% | $5,439-66.5% |
| Admin fee / account holder | $79 | $11,285-99.3% | $5,801-98.6% | $10,886-99.3% |