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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 | $13,128 | $110,629-88.1% | $80,784-83.7% | $167,553-92.2% |
| Participation rate | 40.0% | 64.0%-24.0pp | 54.2%-14.2pp | 82.1%-42.1pp |
| Annual return | 36.04% | 120.58%-84.5pp | 87.31%-51.3pp | 478.89%-442.8pp |
| Employer contribution / active EE | $556 | $1,543-64.0% | $1,160-52.1% | $4,840-88.5% |
| Participant deferral / active EE | $2,374 | $2,871-17.3% | $2,145+10.7% | $6,343-62.6% |
| Admin fee / account holder | $109 | $4,547-97.6% | $3,380-96.8% | $12,316-99.1% |