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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 | $77,507 | $96,678-19.8% | $86,640-10.5% | $139,466-44.4% |
| Participation rate | 21.7% | 74.4%-52.7pp | 71.7%-50.0pp | 80.3%-58.6pp |
| Annual return | 20.83% | 106.69%-85.9pp | 592.52%-571.7pp | 373.66%-352.8pp |
| Employer contribution / active EE | $955 | $3,265-70.8% | $3,024-68.4% | $4,754-79.9% |
| Participant deferral / active EE | $2,414 | $4,837-50.1% | $4,438-45.6% | $6,712-64.0% |
| Admin fee / account holder | $4 | $6,410-99.9% | $5,616-99.9% | $11,409-100.0% |