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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 | $26,472 | $96,678-72.6% | $86,640-69.4% | $139,466-81.0% |
| Participation rate | 37.5% | 74.4%-36.9pp | 71.7%-34.2pp | 80.3%-42.8pp |
| Annual return | 19.34% | 106.69%-87.3pp | 592.52%-573.2pp | 373.66%-354.3pp |
| Employer contribution / active EE | $554 | $3,265-83.0% | $3,024-81.7% | $4,754-88.3% |
| Participant deferral / active EE | $1,273 | $4,837-73.7% | $4,438-71.3% | $6,712-81.0% |
| Admin fee / account holder | $67 | $6,410-99.0% | $5,616-98.8% | $11,409-99.4% |