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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 | $37,753 | $110,551-65.9% | $80,741-53.2% | $167,536-77.5% |
| Participation rate | 15.4% | 64.0%-48.6pp | 54.2%-38.8pp | 82.1%-66.7pp |
| Annual return | 23.81% | 120.57%-96.8pp | 87.30%-63.5pp | 478.82%-455.0pp |
| Employer contribution / active EE | $274 | $1,543-82.2% | $1,160-76.4% | $4,839-94.3% |
| Participant deferral / active EE | $3,254 | $2,870+13.4% | $2,145+51.7% | $6,342-48.7% |
| Admin fee / account holder | $4 | $4,547-99.9% | $3,380-99.9% | $12,315-100.0% |