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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 | $29,951 | $99,011-69.7% | $86,582-65.4% | $147,586-79.7% |
| Participation rate | 12.5% | 76.3%-63.8pp | 73.5%-61.0pp | 82.8%-70.3pp |
| Annual return | 21.07% | 1312.75%-1291.7pp | 965.08%-944.0pp | 578.59%-557.5pp |
| Employer contribution / active EE | $625 | $3,132-80.0% | $2,839-78.0% | $4,876-87.2% |
| Participant deferral / active EE | $781 | $3,972-80.3% | $3,609-78.3% | $5,439-85.6% |
| Admin fee / account holder | $88 | $5,709-98.5% | $4,904-98.2% | $10,886-99.2% |