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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 | $57,098 | $102,595-44.3% | $94,057-39.3% | $154,746-63.1% |
| Participation rate | 16.7% | 76.0%-59.3pp | 73.3%-56.7pp | 80.7%-64.0pp |
| Annual return | 28.82% | 583.42%-554.6pp | 480.62%-451.8pp | 172.34%-143.5pp |
| Employer contribution / active EE | $741 | $3,147-76.4% | $2,933-74.7% | $4,379-83.1% |
| Participant deferral / active EE | $3,673 | $5,118-28.2% | $4,709-22.0% | $6,730-45.4% |
| Admin fee / account holder | $20 | $7,736-99.7% | $7,244-99.7% | $14,365-99.9% |