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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 | $11,103 | $96,678-88.5% | $86,640-87.2% | $139,466-92.0% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 26.50% | 106.69%-80.2pp | 592.52%-566.0pp | 373.66%-347.2pp |
| Employer contribution / active EE | $961 | $3,265-70.6% | $3,024-68.2% | $4,754-79.8% |
| Participant deferral / active EE | $1,885 | $4,837-61.0% | $4,438-57.5% | $6,712-71.9% |
| Admin fee / account holder | $90 | $6,410-98.6% | $5,616-98.4% | $11,409-99.2% |