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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 | $41,129 | $99,011-58.5% | $86,582-52.5% | $147,586-72.1% |
| Participation rate | 42.9% | 76.3%-33.5pp | 73.5%-30.7pp | 82.8%-40.0pp |
| Annual return | 19.91% | 1312.75%-1292.8pp | 965.08%-945.2pp | 578.59%-558.7pp |
| Employer contribution / active EE | $851 | $3,132-72.8% | $2,839-70.0% | $4,876-82.5% |
| Participant deferral / active EE | $2,630 | $3,972-33.8% | $3,609-27.1% | $5,439-51.6% |
| Admin fee / account holder | $282 | $5,709-95.1% | $4,904-94.2% | $10,886-97.4% |