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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 | $25,958 | $114,093-77.2% | $96,171-73.0% | $167,536-84.5% |
| Participation rate | 26.7% | 75.1%-48.4pp | 68.4%-41.8pp | 82.1%-55.4pp |
| Annual return | 20.29% | 190.00%-169.7pp | 192.04%-171.8pp | 478.82%-458.5pp |
| Employer contribution / active EE | $925 | $3,429-73.0% | $2,799-66.9% | $4,839-80.9% |
| Participant deferral / active EE | $2,557 | $5,197-50.8% | $4,350-41.2% | $6,342-59.7% |
| Admin fee / account holder | $4 | $6,899-99.9% | $5,538-99.9% | $12,315-100.0% |