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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 | $96,630-75.7% | $86,605-72.9% | $139,427-83.1% |
| Participation rate | 56.3% | 74.4%-18.2pp | 71.7%-15.4pp | 80.3%-24.1pp |
| Annual return | 16.85% | 106.48%-89.6pp | 591.39%-574.5pp | 373.27%-356.4pp |
| Employer contribution / active EE | $1,937 | $3,264-40.7% | $3,023-35.9% | $4,752-59.2% |
| Participant deferral / active EE | $2,270 | $4,836-53.1% | $4,438-48.8% | $6,711-66.2% |
| Admin fee / account holder | $8 | $6,405-99.9% | $5,611-99.9% | $11,404-99.9% |