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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 | $38,985 | $108,695-64.1% | $74,722-47.8% | $152,897-74.5% |
| Participation rate | 26.7% | 65.4%-38.7pp | 54.5%-27.8pp | 82.5%-55.8pp |
| Annual return | 24.47% | 114.11%-89.6pp | 753.11%-728.6pp | 345.43%-321.0pp |
| Employer contribution / active EE | $354 | $1,504-76.4% | $1,084-67.3% | $4,764-92.6% |
| Participant deferral / active EE | $1,315 | $2,712-51.5% | $1,963-33.0% | $5,851-77.5% |
| Admin fee / account holder | $74 | $4,906-98.5% | $3,335-97.8% | $11,599-99.4% |