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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 | $19,230 | $63,346-69.6% | $92,240-79.2% | $70,126-72.6% |
| Participation rate | 58.1% | 68.7%-10.5pp | 76.5%-18.3pp | 69.5%-11.4pp |
| Annual return | 18.61% | 530.19%-511.6pp | 176.29%-157.7pp | 73.15%-54.5pp |
| Employer contribution / active EE | $1,133 | $2,471-54.1% | $3,680-69.2% | $2,343-51.6% |
| Participant deferral / active EE | $2,535 | $2,854-11.2% | $3,897-35.0% | $3,332-23.9% |
| Admin fee / account holder | $46 | $3,841-98.8% | $5,194-99.1% | $4,645-99.0% |