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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 | $12,541 | $96,678-87.0% | $86,640-85.5% | $139,466-91.0% |
| Participation rate | 52.6% | 74.4%-21.8pp | 71.7%-19.1pp | 80.3%-27.7pp |
| Annual return | 29.22% | 106.69%-77.5pp | 592.52%-563.3pp | 373.66%-344.4pp |
| Employer contribution / active EE | $987 | $3,265-69.8% | $3,024-67.4% | $4,754-79.2% |
| Participant deferral / active EE | $2,430 | $4,837-49.8% | $4,438-45.3% | $6,712-63.8% |
| Admin fee / account holder | $116 | $6,410-98.2% | $5,616-97.9% | $11,409-99.0% |