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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 | $10,696 | $90,530-88.2% | $76,030-85.9% | $145,897-92.7% |
| Participation rate | 54.5% | 74.4%-19.9pp | 69.1%-14.5pp | 80.3%-25.8pp |
| Annual return | 19.34% | 625.08%-605.7pp | 361.54%-342.2pp | 552.29%-533.0pp |
| Employer contribution / active EE | $981 | $3,319-70.5% | $2,688-63.5% | $4,663-79.0% |
| Participant deferral / active EE | $1,897 | $5,164-63.3% | $4,257-55.4% | $6,689-71.6% |
| Admin fee / account holder | $13 | $8,383-99.9% | $6,421-99.8% | $13,390-99.9% |