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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 | $26,860 | $169,356-84.1% | $129,406-79.2% | $145,897-81.6% |
| Participation rate | 36.4% | 76.5%-40.1pp | 69.6%-33.3pp | 80.3%-43.9pp |
| Annual return | 30.42% | 14418.62%-14388.2pp | 9468.18%-9437.8pp | 552.29%-521.9pp |
| Employer contribution / active EE | $354 | $5,542-93.6% | $4,155-91.5% | $4,663-92.4% |
| Participant deferral / active EE | $743 | $4,987-85.1% | $4,167-82.2% | $6,689-88.9% |
| Admin fee / account holder | $289 | $9,915-97.1% | $7,689-96.2% | $13,390-97.8% |