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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 | $18,793 | $106,008-82.3% | $92,240-79.6% | $147,586-87.3% |
| Participation rate | 27.3% | 80.4%-53.1pp | 76.5%-49.2pp | 82.8%-55.6pp |
| Annual return | 22.00% | 50.05%-28.1pp | 176.29%-154.3pp | 578.59%-556.6pp |
| Employer contribution / active EE | $750 | $4,333-82.7% | $3,680-79.6% | $4,876-84.6% |
| Participant deferral / active EE | $1,945 | $4,478-56.6% | $3,897-50.1% | $5,439-64.2% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |