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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 | $20,730 | $111,785-81.5% | $93,669-77.9% | $145,877-85.8% |
| Participation rate | 56.3% | 74.2%-18.0pp | 68.7%-12.5pp | 80.3%-24.1pp |
| Annual return | 15.08% | 203.79%-188.7pp | 133.59%-118.5pp | 551.28%-536.2pp |
| Employer contribution / active EE | $1,296 | $3,096-58.2% | $2,424-46.5% | $4,663-72.2% |
| Participant deferral / active EE | $2,306 | $4,919-53.1% | $4,416-47.8% | $6,691-65.5% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |