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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 | $21,465 | $102,595-79.1% | $94,057-77.2% | $154,746-86.1% |
| Participation rate | 57.1% | 76.0%-18.9pp | 73.3%-16.2pp | 80.7%-23.6pp |
| Annual return | 20.16% | 583.42%-563.3pp | 480.62%-460.5pp | 172.34%-152.2pp |
| Employer contribution / active EE | $527 | $3,147-83.3% | $2,933-82.0% | $4,379-88.0% |
| Participant deferral / active EE | $2,269 | $5,118-55.7% | $4,709-51.8% | $6,730-66.3% |
| Admin fee / account holder | $61 | $7,736-99.2% | $7,244-99.2% | $14,365-99.6% |