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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 | $27,202 | $108,685-75.0% | $74,719-63.6% | $152,885-82.2% |
| Participation rate | 53.3% | 65.3%-12.0pp | 54.5%-1.1pp | 82.5%-29.1pp |
| Annual return | 32.53% | 114.09%-81.6pp | 753.05%-720.5pp | 345.39%-312.9pp |
| Employer contribution / active EE | $597 | $1,504-60.3% | $1,084-45.0% | $4,763-87.5% |
| Participant deferral / active EE | $3,854 | $2,712+42.1% | $1,963+96.3% | $5,851-34.1% |
| Admin fee / account holder | $4 | $4,905-99.9% | $3,334-99.9% | $11,598-100.0% |