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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 | $28,892 | $99,017-70.8% | $86,587-66.6% | $147,585-80.4% |
| Participation rate | 33.3% | 76.3%-43.0pp | 73.5%-40.2pp | 82.8%-49.5pp |
| Annual return | 12.40% | 1312.37%-1300.0pp | 964.86%-952.5pp | 578.56%-566.2pp |
| Employer contribution / active EE | $645 | $3,132-79.4% | $2,839-77.3% | $4,876-86.8% |
| Participant deferral / active EE | $1,775 | $3,972-55.3% | $3,609-50.8% | $5,439-67.4% |
| Admin fee / account holder | $167 | $5,710-97.1% | $4,906-96.6% | $10,885-98.5% |