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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 | $12,304 | $103,038-88.1% | $90,324-86.4% | $152,909-92.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 2772.99% | 95.25%+2677.7pp | 78.15%+2694.8pp | 345.46%+2427.5pp |
| Employer contribution / active EE | $177 | $3,141-94.4% | $2,856-93.8% | $4,764-96.3% |
| Participant deferral / active EE | $1,976 | $4,282-53.9% | $3,885-49.1% | $5,851-66.2% |
| Admin fee / account holder | $20 | $6,177-99.7% | $5,356-99.6% | $11,601-99.8% |