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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 | $13,601 | $77,419-82.4% | $69,461-80.4% | $152,885-91.1% |
| Participation rate | 53.8% | 78.1%-24.3pp | 74.6%-20.8pp | 82.5%-28.6pp |
| Annual return | 228.81% | 39.07%+189.7pp | 28.97%+199.8pp | 345.39%-116.6pp |
| Employer contribution / active EE | $530 | $3,315-84.0% | $2,779-80.9% | $4,763-88.9% |
| Participant deferral / active EE | $3,047 | $4,414-31.0% | $3,536-13.8% | $5,851-47.9% |
| Admin fee / account holder | $295 | $6,207-95.3% | $3,840-92.3% | $11,598-97.5% |