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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 | $90,489-83.8% | $76,051-80.8% | $145,978-90.0% |
| Participation rate | 47.6% | 74.5%-26.9pp | 69.1%-21.5pp | 80.3%-32.7pp |
| Annual return | 27.39% | 622.78%-595.4pp | 360.42%-333.0pp | 550.52%-523.1pp |
| Employer contribution / active EE | $658 | $3,319-80.2% | $2,690-75.5% | $4,662-85.9% |
| Participant deferral / active EE | $2,700 | $5,164-47.7% | $4,257-36.6% | $6,690-59.6% |
| Admin fee / account holder | $80 | $8,374-99.0% | $6,416-98.8% | $13,400-99.4% |