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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 | $22,978 | $73,518-68.7% | $63,005-63.5% | $147,585-84.4% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.8%-8.1pp | 82.8%-16.2pp |
| Annual return | 15.38% | 175.46%-160.1pp | 87.59%-72.2pp | 578.58%-563.2pp |
| Employer contribution / active EE | $460 | $3,322-86.2% | $2,760-83.3% | $4,876-90.6% |
| Participant deferral / active EE | $2,328 | $4,183-44.3% | $3,329-30.1% | $5,439-57.2% |
| Admin fee / account holder | $50 | $5,952-99.2% | $3,599-98.6% | $10,886-99.5% |