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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 | $22,474 | $80,812-72.2% | $160,784-86.0% | $82,448-72.7% |
| Participation rate | 35.1% | 66.2%-31.1pp | 77.0%-41.8pp | 68.1%-32.9pp |
| Annual return | 24.18% | 100.59%-76.4pp | 1803.92%-1779.7pp | 41.64%-17.5pp |
| Employer contribution / active EE | $774 | $2,174-64.4% | $3,733-79.3% | $2,551-69.7% |
| Participant deferral / active EE | $1,406 | $4,335-67.6% | $6,293-77.7% | $4,139-66.0% |
| Admin fee / account holder | $190 | $7,695-97.5% | $9,717-98.0% | $7,234-97.4% |