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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 | $20,984 | $108,701-80.7% | $74,723-71.9% | $152,909-86.3% |
| Participation rate | 50.0% | 65.4%-15.4pp | 54.5%-4.5pp | 82.5%-32.5pp |
| Annual return | 25.00% | 114.12%-89.1pp | 753.18%-728.2pp | 345.46%-320.5pp |
| Employer contribution / active EE | $1,507 | $1,504+0.2% | $1,084+39.0% | $4,764-68.4% |
| Participant deferral / active EE | $3,962 | $2,709+46.3% | $1,962+102.0% | $5,851-32.3% |
| Admin fee / account holder | $61 | $4,906-98.8% | $3,335-98.2% | $11,601-99.5% |