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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 | $17,568 | $108,695-83.8% | $74,722-76.5% | $152,897-88.5% |
| Participation rate | 44.4% | 65.4%-20.9pp | 54.5%-10.0pp | 82.5%-38.0pp |
| Annual return | 24.28% | 114.11%-89.8pp | 753.11%-728.8pp | 345.43%-321.2pp |
| Employer contribution / active EE | $743 | $1,504-50.6% | $1,084-31.5% | $4,764-84.4% |
| Participant deferral / active EE | $855 | $2,712-68.5% | $1,963-56.5% | $5,851-85.4% |
| Admin fee / account holder | $256 | $4,906-94.8% | $3,335-92.3% | $11,599-97.8% |