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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 | $13,928 | $90,489-84.6% | $76,051-81.7% | $145,978-90.5% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.1%-29.1pp | 80.3%-40.3pp |
| Annual return | 18.25% | 622.78%-604.5pp | 360.42%-342.2pp | 550.52%-532.3pp |
| Employer contribution / active EE | $856 | $3,319-74.2% | $2,690-68.2% | $4,662-81.6% |
| Participant deferral / active EE | $1,997 | $5,164-61.3% | $4,257-53.1% | $6,690-70.1% |
| Admin fee / account holder | $50 | $8,374-99.4% | $6,416-99.2% | $13,400-99.6% |