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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 | $21,937 | $81,643-73.1% | $70,462-68.9% | $158,950-86.2% |
| Participation rate | 33.3% | 77.7%-44.4pp | 75.1%-41.7pp | 82.0%-48.6pp |
| Annual return | 19.39% | 208.51%-189.1pp | 109.08%-89.7pp | 302.91%-283.5pp |
| Employer contribution / active EE | $407 | $3,218-87.3% | $2,737-85.1% | $4,762-91.4% |
| Participant deferral / active EE | $1,324 | $4,555-70.9% | $3,710-64.3% | $5,983-77.9% |
| Admin fee / account holder | $19 | $6,194-99.7% | $3,845-99.5% | $11,248-99.8% |