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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 | $10,345 | $109,905-90.6% | $98,506-89.5% | $167,553-93.8% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 18.36% | 1960.20%-1941.8pp | 1494.92%-1476.6pp | 478.89%-460.5pp |
| Employer contribution / active EE | $750 | $3,226-76.7% | $2,961-74.7% | $4,840-84.5% |
| Participant deferral / active EE | $1,120 | $4,674-76.0% | $4,277-73.8% | $6,343-82.3% |
| Admin fee / account holder | $22 | $6,760-99.7% | $5,955-99.6% | $12,316-99.8% |