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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 | $10,096 | $108,695-90.7% | $74,722-86.5% | $152,897-93.4% |
| Participation rate | 30.0% | 65.4%-35.4pp | 54.5%-24.5pp | 82.5%-52.5pp |
| Annual return | 70.68% | 114.11%-43.4pp | 753.11%-682.4pp | 345.43%-274.8pp |
| Employer contribution / active EE | $534 | $1,504-64.5% | $1,084-50.8% | $4,764-88.8% |
| Participant deferral / active EE | $2,407 | $2,712-11.2% | $1,963+22.6% | $5,851-58.9% |
| Admin fee / account holder | $111 | $4,906-97.7% | $3,335-96.7% | $11,599-99.0% |