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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 | $13,440 | $109,344-87.7% | $89,400-85.0% | $158,950-91.5% |
| Participation rate | 36.8% | 74.3%-37.4pp | 68.0%-31.1pp | 82.0%-45.1pp |
| Annual return | 37.28% | 345.73%-308.4pp | 245.64%-208.4pp | 302.91%-265.6pp |
| Employer contribution / active EE | $639 | $3,170-79.8% | $2,586-75.3% | $4,762-86.6% |
| Participant deferral / active EE | $1,012 | $4,599-78.0% | $3,890-74.0% | $5,983-83.1% |
| Admin fee / account holder | $220 | $6,154-96.4% | $4,882-95.5% | $11,248-98.0% |