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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 | $15,105 | $162,529-90.7% | $130,788-88.5% | $154,746-90.2% |
| Participation rate | 33.3% | 75.9%-42.5pp | 70.1%-36.8pp | 80.7%-47.4pp |
| Annual return | 19.59% | 510.48%-490.9pp | 386.44%-366.9pp | 172.34%-152.7pp |
| Employer contribution / active EE | $338 | $4,447-92.4% | $3,558-90.5% | $4,379-92.3% |
| Participant deferral / active EE | $489 | $4,808-89.8% | $4,137-88.2% | $6,730-92.7% |
| Admin fee / account holder | $168 | $7,669-97.8% | $6,673-97.5% | $14,365-98.8% |