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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 | $14,634 | $90,614-83.9% | $76,089-80.8% | $145,877-90.0% |
| Participation rate | 47.6% | 74.5%-26.9pp | 69.1%-21.5pp | 80.3%-32.7pp |
| Annual return | 27.39% | 623.80%-596.4pp | 360.94%-333.6pp | 551.28%-523.9pp |
| Employer contribution / active EE | $658 | $3,324-80.2% | $2,690-75.5% | $4,663-85.9% |
| Participant deferral / active EE | $2,700 | $5,168-47.8% | $4,259-36.6% | $6,691-59.7% |
| Admin fee / account holder | $80 | $8,376-99.0% | $6,418-98.8% | $13,402-99.4% |