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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 | $19,788 | $108,695-81.8% | $74,722-73.5% | $152,897-87.1% |
| Participation rate | 45.5% | 65.4%-19.9pp | 54.5%-9.0pp | 82.5%-37.0pp |
| Annual return | 26.10% | 114.11%-88.0pp | 753.11%-727.0pp | 345.43%-319.3pp |
| Employer contribution / active EE | $1,019 | $1,504-32.3% | $1,084-6.0% | $4,764-78.6% |
| Participant deferral / active EE | $2,678 | $2,712-1.2% | $1,963+36.4% | $5,851-54.2% |
| Admin fee / account holder | $21 | $4,906-99.6% | $3,335-99.4% | $11,599-99.8% |