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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 | $21,203 | $107,353-80.2% | $92,903-77.2% | $152,885-86.1% |
| Participation rate | 63.6% | 79.8%-16.1pp | 76.0%-12.4pp | 82.5%-18.8pp |
| Annual return | 27.44% | 145.62%-118.2pp | 109.43%-82.0pp | 345.39%-318.0pp |
| Employer contribution / active EE | $1,027 | $4,222-75.7% | $3,653-71.9% | $4,763-78.4% |
| Participant deferral / active EE | $3,752 | $4,848-22.6% | $4,238-11.5% | $5,851-35.9% |
| Admin fee / account holder | $15 | $7,081-99.8% | $5,795-99.7% | $11,598-99.9% |