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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 | $25,904 | $104,937-75.3% | $84,628-69.4% | $152,897-83.1% |
| Participation rate | 44.4% | 74.8%-30.4pp | 68.2%-23.8pp | 82.5%-38.0pp |
| Annual return | 20.92% | 373.88%-353.0pp | 258.80%-237.9pp | 345.43%-324.5pp |
| Employer contribution / active EE | $906 | $3,303-72.6% | $2,653-65.8% | $4,764-81.0% |
| Participant deferral / active EE | $2,961 | $4,690-36.9% | $3,900-24.1% | $5,851-49.4% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |