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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 | $21,216 | $72,071-70.6% | $68,368-69.0% | $137,256-84.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 20.34% | 353.14%-332.8pp | 292.57%-272.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $894 | $2,788-68.0% | $2,649-66.3% | $4,156-78.5% |
| Participant deferral / active EE | $894 | $4,410-79.7% | $4,123-78.3% | $6,407-86.1% |
| Admin fee / account holder | $137 | $5,336-97.4% | $5,150-97.3% | $12,270-98.9% |