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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 | $27,042 | $68,097-60.3% | $62,929-57.0% | $137,256-80.3% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 26.83% | 1859.11%-1832.3pp | 1063.93%-1037.1pp | 220.34%-193.5pp |
| Employer contribution / active EE | $638 | $2,811-77.3% | $2,505-74.5% | $4,156-84.6% |
| Participant deferral / active EE | $2,821 | $4,553-38.0% | $3,888-27.4% | $6,407-56.0% |
| Admin fee / account holder | $49 | $6,521-99.2% | $5,065-99.0% | $12,270-99.6% |