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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 | $36,719 | $109,863-66.6% | $98,477-62.7% | $167,518-78.1% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 17.16% | 1958.09%-1940.9pp | 1493.59%-1476.4pp | 478.71%-461.6pp |
| Employer contribution / active EE | $657 | $3,225-79.6% | $2,961-77.8% | $4,838-86.4% |
| Participant deferral / active EE | $1,568 | $4,673-66.4% | $4,276-63.3% | $6,342-75.3% |
| Admin fee / account holder | $62 | $6,755-99.1% | $5,951-99.0% | $12,312-99.5% |