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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 | $20,839 | $176,688-88.2% | $130,660-84.1% | $152,897-86.4% |
| Participation rate | 25.0% | 79.0%-54.0pp | 71.7%-46.7pp | 82.5%-57.5pp |
| Annual return | 34.08% | 2693.08%-2659.0pp | 1709.29%-1675.2pp | 345.43%-311.3pp |
| Employer contribution / active EE | $967 | $5,743-83.2% | $4,092-76.4% | $4,764-79.7% |
| Participant deferral / active EE | $1,547 | $4,362-64.5% | $3,603-57.1% | $5,851-73.6% |
| Admin fee / account holder | $172 | $7,131-97.6% | $5,463-96.9% | $11,599-98.5% |