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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 | $20,310 | $96,388-78.9% | $80,627-74.8% | $139,466-85.4% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 22.46% | 1352.08%-1329.6pp | 936.76%-914.3pp | 373.66%-351.2pp |
| Employer contribution / active EE | $522 | $3,260-84.0% | $2,723-80.8% | $4,754-89.0% |
| Participant deferral / active EE | $2,640 | $5,224-49.5% | $4,443-40.6% | $6,712-60.7% |
| Admin fee / account holder | $122 | $6,603-98.2% | $5,381-97.7% | $11,409-98.9% |