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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 | $6,969 | $110,551-93.7% | $80,741-91.4% | $167,518-95.8% |
| Participation rate | 50.0% | 64.0%-14.0pp | 54.2%-4.2pp | 82.1%-32.1pp |
| Annual return | 22.59% | 120.57%-98.0pp | 87.30%-64.7pp | 478.71%-456.1pp |
| Employer contribution / active EE | $768 | $1,543-50.2% | $1,160-33.8% | $4,838-84.1% |
| Participant deferral / active EE | $2,395 | $2,870-16.6% | $2,145+11.6% | $6,342-62.2% |
| Admin fee / account holder | $19 | $4,547-99.6% | $3,380-99.4% | $12,312-99.8% |