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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 | $13,854 | $96,419-85.6% | $80,648-82.8% | $139,487-90.1% |
| Participation rate | 42.1% | 73.6%-31.5pp | 67.0%-24.9pp | 80.3%-38.2pp |
| Annual return | 29.51% | 1352.86%-1323.3pp | 937.21%-907.7pp | 373.84%-344.3pp |
| Employer contribution / active EE | $988 | $3,261-69.7% | $2,724-63.7% | $4,755-79.2% |
| Participant deferral / active EE | $1,146 | $5,225-78.1% | $4,443-74.2% | $6,713-82.9% |
| Admin fee / account holder | $123 | $6,605-98.1% | $5,382-97.7% | $11,407-98.9% |