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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 | $19,646 | $109,327-82.0% | $89,391-78.0% | $158,931-87.6% |
| Participation rate | 40.0% | 74.3%-34.3pp | 68.0%-28.0pp | 82.0%-42.0pp |
| Annual return | 23.90% | 345.68%-321.8pp | 245.62%-221.7pp | 302.86%-279.0pp |
| Employer contribution / active EE | $965 | $3,170-69.6% | $2,586-62.7% | $4,761-79.7% |
| Participant deferral / active EE | $991 | $4,598-78.4% | $3,890-74.5% | $5,982-83.4% |
| Admin fee / account holder | $75 | $6,153-98.8% | $4,881-98.5% | $11,247-99.3% |