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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 | $42,067 | $96,691-56.5% | $86,656-51.5% | $139,487-69.8% |
| Participation rate | 57.1% | 74.4%-17.3pp | 71.7%-14.6pp | 80.3%-23.2pp |
| Annual return | 15.68% | 106.87%-91.2pp | 593.09%-577.4pp | 373.84%-358.2pp |
| Employer contribution / active EE | $1,450 | $3,267-55.6% | $3,025-52.1% | $4,755-69.5% |
| Participant deferral / active EE | $3,625 | $4,838-25.1% | $4,439-18.3% | $6,713-46.0% |
| Admin fee / account holder | $24 | $6,414-99.6% | $5,619-99.6% | $11,407-99.8% |