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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 | $18,964 | $96,643-80.4% | $86,617-78.1% | $139,456-86.4% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 16.73% | 106.57%-89.8pp | 591.91%-575.2pp | 373.45%-356.7pp |
| Employer contribution / active EE | $2,054 | $3,264-37.1% | $3,023-32.1% | $4,753-56.8% |
| Participant deferral / active EE | $13,825 | $4,835+185.9% | $4,437+211.6% | $6,711+106.0% |
| Admin fee / account holder | $58 | $6,406-99.1% | $5,613-99.0% | $11,407-99.5% |