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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 | $43,337 | $95,383-54.6% | $185,837-76.7% | $85,856-49.5% |
| Participation rate | 21.4% | 68.8%-47.3pp | 81.7%-60.3pp | 69.3%-47.9pp |
| Annual return | 122.82% | 23.59%+99.2pp | 122.08%+0.7pp | 318.58%-195.8pp |
| Employer contribution / active EE | $426 | $3,313-87.1% | $5,168-91.7% | $2,565-83.4% |
| Participant deferral / active EE | $1,247 | $3,423-63.6% | $5,568-77.6% | $3,952-68.4% |
| Admin fee / account holder | $119 | $7,213-98.3% | $16,241-99.3% | $6,261-98.1% |