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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 | $12,462 | $108,695-88.5% | $74,722-83.3% | $152,897-91.8% |
| Participation rate | 10.0% | 65.4%-55.4pp | 54.5%-44.5pp | 82.5%-72.5pp |
| Annual return | 31.65% | 114.11%-82.5pp | 753.11%-721.5pp | 345.43%-313.8pp |
| Employer contribution / active EE | $401 | $1,504-73.4% | $1,084-63.1% | $4,764-91.6% |
| Participant deferral / active EE | $500 | $2,712-81.6% | $1,963-74.5% | $5,851-91.5% |
| Admin fee / account holder | $37 | $4,906-99.2% | $3,335-98.9% | $11,599-99.7% |