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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 | $19,831 | $99,011-80.0% | $86,582-77.1% | $147,586-86.6% |
| Participation rate | 42.9% | 76.3%-33.5pp | 73.5%-30.7pp | 82.8%-40.0pp |
| Annual return | 21.83% | 1312.75%-1290.9pp | 965.08%-943.3pp | 578.59%-556.8pp |
| Employer contribution / active EE | $304 | $3,132-90.3% | $2,839-89.3% | $4,876-93.8% |
| Participant deferral / active EE | $990 | $3,972-75.1% | $3,609-72.6% | $5,439-81.8% |
| Admin fee / account holder | $100 | $5,709-98.3% | $4,904-98.0% | $10,886-99.1% |