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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 | $29,066 | $49,199-40.9% | $121,204-76.0% | $75,173-61.3% |
| Participation rate | 58.8% | 55.4%+3.3pp | 69.5%-10.8pp | 67.2%-8.4pp |
| Annual return | 19.62% | 56.04%-36.4pp | 987.18%-967.6pp | 160.72%-141.1pp |
| Employer contribution / active EE | $724 | $1,547-53.2% | $4,170-82.6% | $2,671-72.9% |
| Participant deferral / active EE | $1,479 | $2,630-43.8% | $4,083-63.8% | $4,126-64.2% |
| Admin fee / account holder | $153 | $3,946-96.1% | $5,651-97.3% | $5,651-97.3% |