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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 | $17,959 | $96,691-81.4% | $86,656-79.3% | $139,487-87.1% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 20.90% | 106.87%-86.0pp | 593.09%-572.2pp | 373.84%-352.9pp |
| Employer contribution / active EE | $1,525 | $3,267-53.3% | $3,025-49.6% | $4,755-67.9% |
| Participant deferral / active EE | $2,672 | $4,838-44.8% | $4,439-39.8% | $6,713-60.2% |
| Admin fee / account holder | $244 | $6,414-96.2% | $5,619-95.7% | $11,407-97.9% |