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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 | $10,278 | $108,701-90.5% | $74,723-86.2% | $152,909-93.3% |
| Participation rate | 55.6% | 65.4%-9.8pp | 54.5%+1.1pp | 82.5%-26.9pp |
| Annual return | 33.89% | 114.12%-80.2pp | 753.18%-719.3pp | 345.46%-311.6pp |
| Employer contribution / active EE | $525 | $1,504-65.1% | $1,084-51.6% | $4,764-89.0% |
| Participant deferral / active EE | $3,152 | $2,709+16.4% | $1,962+60.7% | $5,851-46.1% |
| Admin fee / account holder | $193 | $4,906-96.1% | $3,335-94.2% | $11,601-98.3% |