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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 | $76,676 | $118,869-35.5% | $96,575-20.6% | $167,518-54.2% |
| Participation rate | 20.0% | 75.5%-55.5pp | 69.8%-49.8pp | 82.1%-62.1pp |
| Annual return | 19.07% | 50.49%-31.4pp | 37.79%-18.7pp | 478.71%-459.6pp |
| Employer contribution / active EE | $478 | $3,120-84.7% | $2,357-79.7% | $4,838-90.1% |
| Participant deferral / active EE | $3,508 | $4,616-24.0% | $3,849-8.9% | $6,342-44.7% |
| Admin fee / account holder | $20 | $8,067-99.8% | $6,182-99.7% | $12,312-99.8% |