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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 | $109,411-82.0% | $89,435-78.0% | $158,982-87.6% |
| Participation rate | 40.0% | 74.3%-34.3pp | 68.0%-28.0pp | 82.0%-42.0pp |
| Annual return | 23.90% | 345.68%-321.8pp | 245.55%-221.7pp | 302.99%-279.1pp |
| Employer contribution / active EE | $965 | $3,173-69.6% | $2,587-62.7% | $4,763-79.7% |
| Participant deferral / active EE | $991 | $4,600-78.5% | $3,890-74.5% | $5,983-83.4% |
| Admin fee / account holder | $75 | $6,159-98.8% | $4,884-98.5% | $11,252-99.3% |