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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 | $29,955 | $106,008-71.7% | $92,240-67.5% | $147,586-79.7% |
| Participation rate | 42.9% | 80.4%-37.6pp | 76.5%-33.6pp | 82.8%-40.0pp |
| Annual return | 12.58% | 50.05%-37.5pp | 176.29%-163.7pp | 578.59%-566.0pp |
| Employer contribution / active EE | $1,506 | $4,333-65.3% | $3,680-59.1% | $4,876-69.1% |
| Participant deferral / active EE | $1,252 | $4,478-72.0% | $3,897-67.9% | $5,439-77.0% |
| Admin fee / account holder | $15 | $6,333-99.8% | $5,194-99.7% | $10,886-99.9% |