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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 | $17,461 | $110,629-84.2% | $80,784-78.4% | $167,553-89.6% |
| Participation rate | 23.5% | 64.0%-40.4pp | 54.2%-30.6pp | 82.1%-58.6pp |
| Annual return | 20.11% | 120.58%-100.5pp | 87.31%-67.2pp | 478.89%-458.8pp |
| Employer contribution / active EE | $500 | $1,543-67.6% | $1,160-56.9% | $4,840-89.7% |
| Participant deferral / active EE | $1,439 | $2,871-49.9% | $2,145-32.9% | $6,343-77.3% |
| Admin fee / account holder | $2 | $4,547-100.0% | $3,380-100.0% | $12,316-100.0% |