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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 | $25,291 | $99,011-74.5% | $86,582-70.8% | $147,586-82.9% |
| Participation rate | 30.0% | 76.3%-46.3pp | 73.5%-43.5pp | 82.8%-52.8pp |
| Annual return | 22.12% | 1312.75%-1290.6pp | 965.08%-943.0pp | 578.59%-556.5pp |
| Employer contribution / active EE | $758 | $3,132-75.8% | $2,839-73.3% | $4,876-84.5% |
| Participant deferral / active EE | $903 | $3,972-77.3% | $3,609-75.0% | $5,439-83.4% |
| Admin fee / account holder | $229 | $5,709-96.0% | $4,904-95.3% | $10,886-97.9% |