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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 | $17,616 | $106,008-83.4% | $92,240-80.9% | $147,586-88.1% |
| Participation rate | 31.3% | 80.4%-49.2pp | 76.5%-45.2pp | 82.8%-51.6pp |
| Annual return | 22.15% | 50.05%-27.9pp | 176.29%-154.1pp | 578.59%-556.4pp |
| Employer contribution / active EE | $831 | $4,333-80.8% | $3,680-77.4% | $4,876-83.0% |
| Participant deferral / active EE | $1,785 | $4,478-60.1% | $3,897-54.2% | $5,439-67.2% |
| Admin fee / account holder | $120 | $6,333-98.1% | $5,194-97.7% | $10,886-98.9% |