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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 | $5,847 | $154,754-96.2% | $124,206-95.3% | $138,895-95.8% |
| Participation rate | 62.5% | 75.5%-13.0pp | 69.6%-7.1pp | 79.9%-17.4pp |
| Annual return | 23.78% | 709.28%-685.5pp | 515.27%-491.5pp | 145.39%-121.6pp |
| Employer contribution / active EE | $428 | $4,446-90.4% | $3,540-87.9% | $4,194-89.8% |
| Participant deferral / active EE | $857 | $4,621-81.5% | $3,968-78.4% | $6,396-86.6% |
| Admin fee / account holder | $73 | $6,690-98.9% | $5,929-98.8% | $12,562-99.4% |