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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 | $23,509 | $96,691-75.7% | $86,656-72.9% | $139,487-83.1% |
| Participation rate | 56.3% | 74.4%-18.2pp | 71.7%-15.5pp | 80.3%-24.1pp |
| Annual return | 16.85% | 106.87%-90.0pp | 593.09%-576.2pp | 373.84%-357.0pp |
| Employer contribution / active EE | $1,937 | $3,267-40.7% | $3,025-36.0% | $4,755-59.3% |
| Participant deferral / active EE | $2,270 | $4,838-53.1% | $4,439-48.9% | $6,713-66.2% |
| Admin fee / account holder | $8 | $6,414-99.9% | $5,619-99.9% | $11,407-99.9% |