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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 | $70,509 | $99,017-28.8% | $86,587-18.6% | $147,585-52.2% |
| Participation rate | 20.0% | 76.3%-56.3pp | 73.5%-53.5pp | 82.8%-62.8pp |
| Annual return | 15.50% | 1312.37%-1296.9pp | 964.86%-949.4pp | 578.56%-563.1pp |
| Employer contribution / active EE | $394 | $3,132-87.4% | $2,839-86.1% | $4,876-91.9% |
| Participant deferral / active EE | $2,871 | $3,972-27.7% | $3,609-20.4% | $5,439-47.2% |
| Admin fee / account holder | $262 | $5,710-95.4% | $4,906-94.7% | $10,885-97.6% |