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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 | $12,896 | $109,411-88.2% | $89,435-85.6% | $158,982-91.9% |
| Participation rate | 25.0% | 74.3%-49.3pp | 68.0%-43.0pp | 82.0%-57.0pp |
| Annual return | 29.74% | 345.68%-315.9pp | 245.55%-215.8pp | 302.99%-273.2pp |
| Employer contribution / active EE | $554 | $3,173-82.5% | $2,587-78.6% | $4,763-88.4% |
| Participant deferral / active EE | $1,244 | $4,600-73.0% | $3,890-68.0% | $5,983-79.2% |
| Admin fee / account holder | $4 | $6,159-99.9% | $4,884-99.9% | $11,252-100.0% |