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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 | $17,642 | $110,551-84.0% | $80,741-78.1% | $167,536-89.5% |
| Participation rate | 44.4% | 64.0%-19.5pp | 54.2%-9.7pp | 82.1%-37.7pp |
| Annual return | 39.43% | 120.57%-81.1pp | 87.30%-47.9pp | 478.82%-439.4pp |
| Employer contribution / active EE | $576 | $1,543-62.7% | $1,160-50.4% | $4,839-88.1% |
| Participant deferral / active EE | $4,533 | $2,870+57.9% | $2,145+111.3% | $6,342-28.5% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,315-100.0% |