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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 | $19,677 | $107,944-81.8% | $91,994-78.6% | $152,885-87.1% |
| Participation rate | 61.5% | 81.2%-19.6pp | 78.6%-17.1pp | 82.5%-20.9pp |
| Annual return | 99.90% | 89.26%+10.6pp | 69.03%+30.9pp | 345.39%-245.5pp |
| Employer contribution / active EE | $913 | $4,210-78.3% | $3,452-73.6% | $4,763-80.8% |
| Participant deferral / active EE | $2,114 | $6,365-66.8% | $5,923-64.3% | $5,851-63.9% |
| Admin fee / account holder | $89 | $10,521-99.2% | $7,743-98.8% | $11,598-99.2% |