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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 | $41,314 | $110,551-62.6% | $80,741-48.8% | $167,536-75.3% |
| Participation rate | 10.5% | 64.0%-53.4pp | 54.2%-43.6pp | 82.1%-71.6pp |
| Annual return | 19.66% | 120.57%-100.9pp | 87.30%-67.6pp | 478.82%-459.2pp |
| Employer contribution / active EE | $134 | $1,543-91.3% | $1,160-88.5% | $4,839-97.2% |
| Participant deferral / active EE | $1,037 | $2,870-63.9% | $2,145-51.7% | $6,342-83.6% |
| Admin fee / account holder | $3 | $4,547-99.9% | $3,380-99.9% | $12,315-100.0% |