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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 | $25,276 | $90,691-72.1% | $76,119-66.8% | $145,884-82.7% |
| Participation rate | 58.3% | 74.5%-16.1pp | 69.1%-10.7pp | 80.3%-22.0pp |
| Annual return | 10.75% | 624.52%-613.8pp | 361.25%-350.5pp | 551.85%-541.1pp |
| Employer contribution / active EE | $623 | $3,329-81.3% | $2,693-76.9% | $4,662-86.6% |
| Participant deferral / active EE | $1,774 | $5,167-65.7% | $4,259-58.3% | $6,690-73.5% |
| Admin fee / account holder | $233 | $8,383-97.2% | $6,421-96.4% | $13,392-98.3% |