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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 | $28,266 | $155,833-81.9% | $124,693-77.3% | $167,518-83.1% |
| Participation rate | 50.0% | 81.1%-31.1pp | 74.6%-24.6pp | 82.1%-32.1pp |
| Annual return | 17.37% | 17.98%-0.6pp | 5144.19%-5126.8pp | 478.71%-461.3pp |
| Employer contribution / active EE | $956 | $4,164-77.0% | $3,324-71.2% | $4,838-80.2% |
| Participant deferral / active EE | $6,728 | $5,675+18.6% | $4,615+45.8% | $6,342+6.1% |
| Admin fee / account holder | $200 | $9,534-97.9% | $7,494-97.3% | $12,312-98.4% |