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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 | $23,762 | $88,754-73.2% | $81,820-71.0% | $145,877-83.7% |
| Participation rate | 20.0% | 75.1%-55.1pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 19.36% | 1031.77%-1012.4pp | 777.93%-758.6pp | 551.28%-531.9pp |
| Employer contribution / active EE | $813 | $3,085-73.6% | $2,915-72.1% | $4,663-82.6% |
| Participant deferral / active EE | $2,001 | $4,648-57.0% | $4,323-53.7% | $6,691-70.1% |
| Admin fee / account holder | $20 | $8,424-99.8% | $7,391-99.7% | $13,402-99.9% |