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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 | $37,605 | $96,419-61.0% | $80,648-53.4% | $139,487-73.0% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 21.28% | 1352.86%-1331.6pp | 937.21%-915.9pp | 373.84%-352.6pp |
| Employer contribution / active EE | $734 | $3,261-77.5% | $2,724-73.1% | $4,755-84.6% |
| Participant deferral / active EE | $3,786 | $5,225-27.5% | $4,443-14.8% | $6,713-43.6% |
| Admin fee / account holder | $20 | $6,605-99.7% | $5,382-99.6% | $11,407-99.8% |