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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 | $32,722 | $96,678-66.2% | $86,640-62.2% | $139,466-76.5% |
| Participation rate | 20.8% | 74.4%-53.6pp | 71.7%-50.9pp | 80.3%-59.5pp |
| Annual return | 28.05% | 106.69%-78.6pp | 592.52%-564.5pp | 373.66%-345.6pp |
| Employer contribution / active EE | $849 | $3,265-74.0% | $3,024-71.9% | $4,754-82.1% |
| Participant deferral / active EE | $2,125 | $4,837-56.1% | $4,438-52.1% | $6,712-68.3% |
| Admin fee / account holder | $160 | $6,410-97.5% | $5,616-97.2% | $11,409-98.6% |