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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 | $22,724 | $73,518-69.1% | $63,003-63.9% | $147,585-84.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.8%-24.8pp | 82.8%-32.8pp |
| Annual return | 22.48% | 175.46%-153.0pp | 87.59%-65.1pp | 578.57%-556.1pp |
| Employer contribution / active EE | $755 | $3,322-77.3% | $2,760-72.6% | $4,876-84.5% |
| Participant deferral / active EE | $3,964 | $4,183-5.2% | $3,329+19.1% | $5,439-27.1% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,600-100.0% | $10,885-100.0% |