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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 | $16,342 | $104,953-84.4% | $84,637-80.7% | $152,909-89.3% |
| Participation rate | 23.5% | 74.8%-51.3pp | 68.2%-44.7pp | 82.5%-58.9pp |
| Annual return | 121.66% | 373.94%-252.3pp | 258.82%-137.2pp | 345.46%-223.8pp |
| Employer contribution / active EE | $819 | $3,304-75.2% | $2,653-69.1% | $4,764-82.8% |
| Participant deferral / active EE | $2,475 | $4,691-47.2% | $3,900-36.5% | $5,851-57.7% |
| Admin fee / account holder | $8 | $6,244-99.9% | $4,914-99.8% | $11,601-99.9% |