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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 | $13,641 | $110,551-87.7% | $80,741-83.1% | $167,536-91.9% |
| Participation rate | 26.1% | 64.0%-37.9pp | 54.2%-28.1pp | 82.1%-56.0pp |
| Annual return | 38.50% | 120.57%-82.1pp | 87.30%-48.8pp | 478.82%-440.3pp |
| Employer contribution / active EE | $543 | $1,543-64.8% | $1,160-53.2% | $4,839-88.8% |
| Participant deferral / active EE | $1,402 | $2,870-51.2% | $2,145-34.7% | $6,342-77.9% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,315-100.0% |