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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 | $23,673 | $96,361-75.4% | $80,607-70.6% | $139,456-83.0% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 29.05% | 1350.95%-1321.9pp | 936.11%-907.1pp | 373.45%-344.4pp |
| Employer contribution / active EE | $731 | $3,262-77.6% | $2,724-73.2% | $4,753-84.6% |
| Participant deferral / active EE | $4,100 | $5,232-21.6% | $4,448-7.8% | $6,711-38.9% |
| Admin fee / account holder | $116 | $6,601-98.2% | $5,379-97.8% | $11,407-99.0% |