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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 | $35,222 | $104,520-66.3% | $76,823-54.2% | $152,885-77.0% |
| Participation rate | 63.6% | 76.6%-13.0pp | 72.1%-8.4pp | 82.5%-18.8pp |
| Annual return | 18.46% | 1014.03%-995.6pp | 1166.42%-1148.0pp | 345.39%-326.9pp |
| Employer contribution / active EE | $685 | $3,117-78.0% | $2,302-70.2% | $4,763-85.6% |
| Participant deferral / active EE | $2,751 | $4,236-35.1% | $3,336-17.5% | $5,851-53.0% |
| Admin fee / account holder | $176 | $12,283-98.6% | $6,422-97.3% | $11,598-98.5% |