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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 | $34,083 | $99,031-65.6% | $86,597-60.6% | $147,585-76.9% |
| Participation rate | 40.0% | 76.3%-36.3pp | 73.5%-33.5pp | 82.8%-42.8pp |
| Annual return | 13.85% | 1312.56%-1298.7pp | 964.96%-951.1pp | 578.57%-564.7pp |
| Employer contribution / active EE | $323 | $3,132-89.7% | $2,840-88.6% | $4,876-93.4% |
| Participant deferral / active EE | $691 | $3,972-82.6% | $3,609-80.9% | $5,439-87.3% |
| Admin fee / account holder | $215 | $5,711-96.2% | $4,906-95.6% | $10,885-98.0% |