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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 | $22,730 | $108,685-79.1% | $74,719-69.6% | $152,885-85.1% |
| Participation rate | 46.2% | 65.3%-19.2pp | 54.5%-8.3pp | 82.5%-36.3pp |
| Annual return | 27.36% | 114.09%-86.7pp | 753.05%-725.7pp | 345.39%-318.0pp |
| Employer contribution / active EE | $577 | $1,504-61.6% | $1,084-46.8% | $4,763-87.9% |
| Participant deferral / active EE | $2,492 | $2,712-8.1% | $1,963+26.9% | $5,851-57.4% |
| Admin fee / account holder | $15 | $4,905-99.7% | $3,334-99.6% | $11,598-99.9% |