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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 | $23,980 | $76,368-68.6% | $67,681-64.6% | $154,746-84.5% |
| Participation rate | 57.1% | 79.0%-21.8pp | 73.7%-16.6pp | 80.7%-23.6pp |
| Annual return | 18.29% | 1066.77%-1048.5pp | 590.58%-572.3pp | 172.34%-154.0pp |
| Employer contribution / active EE | $691 | $3,151-78.1% | $2,678-74.2% | $4,379-84.2% |
| Participant deferral / active EE | $2,390 | $4,824-50.4% | $3,976-39.9% | $6,730-64.5% |
| Admin fee / account holder | $20 | $8,559-99.8% | $6,100-99.7% | $14,365-99.9% |