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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 | $20,611 | $108,695-81.0% | $74,722-72.4% | $152,897-86.5% |
| Participation rate | 27.3% | 65.4%-38.1pp | 54.5%-27.2pp | 82.5%-55.2pp |
| Annual return | 30.22% | 114.11%-83.9pp | 753.11%-722.9pp | 345.43%-315.2pp |
| Employer contribution / active EE | $816 | $1,504-45.7% | $1,084-24.7% | $4,764-82.9% |
| Participant deferral / active EE | $1,926 | $2,712-29.0% | $1,963-1.9% | $5,851-67.1% |
| Admin fee / account holder | $15 | $4,906-99.7% | $3,335-99.6% | $11,599-99.9% |