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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 | $8,580 | $96,678-91.1% | $86,640-90.1% | $139,466-93.8% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 257.32% | 106.69%+150.6pp | 592.52%-335.2pp | 373.66%-116.3pp |
| Employer contribution / active EE | $588 | $3,265-82.0% | $3,024-80.6% | $4,754-87.6% |
| Participant deferral / active EE | $2,478 | $4,837-48.8% | $4,438-44.2% | $6,712-63.1% |
| Admin fee / account holder | $16 | $6,410-99.8% | $5,616-99.7% | $11,409-99.9% |