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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 | $12,508 | $108,695-88.5% | $74,722-83.3% | $152,897-91.8% |
| Participation rate | 45.8% | 65.4%-19.5pp | 54.5%-8.6pp | 82.5%-36.6pp |
| Annual return | 142.47% | 114.11%+28.4pp | 753.11%-610.6pp | 345.43%-203.0pp |
| Employer contribution / active EE | $644 | $1,504-57.2% | $1,084-40.6% | $4,764-86.5% |
| Participant deferral / active EE | $4,138 | $2,712+52.6% | $1,963+110.8% | $5,851-29.3% |
| Admin fee / account holder | $18 | $4,906-99.6% | $3,335-99.5% | $11,599-99.8% |