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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 | $31,679 | $104,953-69.8% | $84,637-62.6% | $152,909-79.3% |
| Participation rate | 30.8% | 74.8%-44.1pp | 68.2%-37.5pp | 82.5%-51.7pp |
| Annual return | 25.25% | 373.94%-348.7pp | 258.82%-233.6pp | 345.46%-320.2pp |
| Employer contribution / active EE | $734 | $3,304-77.8% | $2,653-72.3% | $4,764-84.6% |
| Participant deferral / active EE | $3,192 | $4,691-31.9% | $3,900-18.2% | $5,851-45.4% |
| Admin fee / account holder | $0 | $6,244-100.0% | $4,914-100.0% | $11,601-100.0% |