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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 | $19,722 | $112,935-82.5% | $90,970-78.3% | $158,966-87.6% |
| Participation rate | 30.8% | 74.7%-44.0pp | 69.0%-38.2pp | 82.0%-51.2pp |
| Annual return | 16.98% | 215.79%-198.8pp | 134.58%-117.6pp | 302.95%-286.0pp |
| Employer contribution / active EE | $449 | $2,895-84.5% | $2,122-78.9% | $4,762-90.6% |
| Participant deferral / active EE | $1,094 | $4,129-73.5% | $3,373-67.6% | $5,983-81.7% |
| Admin fee / account holder | $165 | $8,045-97.9% | $5,960-97.2% | $11,250-98.5% |