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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 | $18,369 | $34,316-46.5% | $74,723-75.4% | $72,976-74.8% |
| Participation rate | 20.6% | 42.4%-21.8pp | 54.5%-33.9pp | 69.5%-48.9pp |
| Annual return | 31.37% | 26.58%+4.8pp | 753.18%-721.8pp | 81.02%-49.6pp |
| Employer contribution / active EE | $946 | $692+36.7% | $1,084-12.8% | $2,440-61.2% |
| Participant deferral / active EE | $1,023 | $1,272-19.6% | $1,962-47.9% | $3,608-71.7% |
| Admin fee / account holder | $12 | $2,125-99.4% | $3,335-99.6% | $5,124-99.8% |