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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 | $25,096 | $90,530-72.3% | $76,030-67.0% | $145,897-82.8% |
| Participation rate | 33.3% | 74.4%-41.1pp | 69.1%-35.7pp | 80.3%-47.0pp |
| Annual return | 13.24% | 625.08%-611.8pp | 361.54%-348.3pp | 552.29%-539.1pp |
| Employer contribution / active EE | $820 | $3,319-75.3% | $2,688-69.5% | $4,663-82.4% |
| Participant deferral / active EE | $2,013 | $5,164-61.0% | $4,257-52.7% | $6,689-69.9% |
| Admin fee / account holder | $189 | $8,383-97.7% | $6,421-97.1% | $13,390-98.6% |