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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 | $67,193 | $149,040-54.9% | $120,225-44.1% | $137,256-51.0% |
| Participation rate | 31.3% | 75.4%-44.2pp | 69.6%-38.3pp | 80.0%-48.7pp |
| Annual return | 19.22% | 605.68%-586.5pp | 439.23%-420.0pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,058 | $4,350-75.7% | $3,475-69.5% | $4,156-74.5% |
| Participant deferral / active EE | $2,247 | $4,655-51.7% | $3,999-43.8% | $6,407-64.9% |
| Admin fee / account holder | $20 | $6,348-99.7% | $5,696-99.6% | $12,270-99.8% |