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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 | $32,498 | $96,691-66.4% | $86,656-62.5% | $139,487-76.7% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 19.54% | 106.87%-87.3pp | 593.09%-573.5pp | 373.84%-354.3pp |
| Employer contribution / active EE | $674 | $3,267-79.4% | $3,025-77.7% | $4,755-85.8% |
| Participant deferral / active EE | $1,925 | $4,838-60.2% | $4,439-56.6% | $6,713-71.3% |
| Admin fee / account holder | $297 | $6,414-95.4% | $5,619-94.7% | $11,407-97.4% |