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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 | $13,158 | $156,927-91.6% | $121,169-89.1% | $139,456-90.6% |
| Participation rate | 47.6% | 76.4%-28.8pp | 69.5%-21.9pp | 80.3%-32.7pp |
| Annual return | 23.28% | 1475.85%-1452.6pp | 986.71%-963.4pp | 373.45%-350.2pp |
| Employer contribution / active EE | $931 | $5,542-83.2% | $4,168-77.7% | $4,753-80.4% |
| Participant deferral / active EE | $1,350 | $4,848-72.2% | $4,083-66.9% | $6,711-79.9% |
| Admin fee / account holder | $20 | $6,946-99.7% | $5,645-99.7% | $11,407-99.8% |