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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 | $23,297 | $96,678-75.9% | $86,640-73.1% | $139,466-83.3% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 25.30% | 106.69%-81.4pp | 592.52%-567.2pp | 373.66%-348.4pp |
| Employer contribution / active EE | $605 | $3,265-81.5% | $3,024-80.0% | $4,754-87.3% |
| Participant deferral / active EE | $3,253 | $4,837-32.7% | $4,438-26.7% | $6,712-51.5% |
| Admin fee / account holder | $189 | $6,410-97.1% | $5,616-96.6% | $11,409-98.3% |