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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 | $15,805 | $125,778-87.4% | $114,563-86.2% | $154,746-89.8% |
| Participation rate | 20.0% | 75.2%-55.2pp | 72.9%-52.9pp | 80.7%-60.7pp |
| Annual return | 27.27% | 295.14%-267.9pp | 241.09%-213.8pp | 172.34%-145.1pp |
| Employer contribution / active EE | $297 | $2,806-89.4% | $2,592-88.5% | $4,379-93.2% |
| Participant deferral / active EE | $1,220 | $4,445-72.6% | $4,142-70.6% | $6,730-81.9% |
| Admin fee / account holder | $131 | $8,190-98.4% | $7,623-98.3% | $14,365-99.1% |