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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 | $33,310 | $102,393-67.5% | $147,041-77.3% | $80,911-58.8% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.6%-17.6pp |
| Annual return | 23.43% | 134.95%-111.5pp | 419.21%-395.8pp | 35.63%-12.2pp |
| Employer contribution / active EE | $2,514 | $3,715-32.3% | $4,935-49.1% | $2,756-8.8% |
| Participant deferral / active EE | $6,587 | $6,647-0.9% | $8,071-18.4% | $4,297+53.3% |
| Admin fee / account holder | $250 | $7,943-96.9% | $13,006-98.1% | $6,935-96.4% |