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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 | $25,193 | $88,815-71.6% | $81,882-69.2% | $145,897-82.7% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 13.82% | 1033.75%-1019.9pp | 779.47%-765.7pp | 552.29%-538.5pp |
| Employer contribution / active EE | $753 | $3,086-75.6% | $2,916-74.2% | $4,663-83.9% |
| Participant deferral / active EE | $1,292 | $4,647-72.2% | $4,323-70.1% | $6,689-80.7% |
| Admin fee / account holder | $185 | $8,434-97.8% | $7,360-97.5% | $13,390-98.6% |