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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 | $28,795 | $96,419-70.1% | $80,648-64.3% | $139,487-79.4% |
| Participation rate | 16.7% | 73.6%-57.0pp | 67.0%-50.3pp | 80.3%-63.7pp |
| Annual return | 20.20% | 1352.86%-1332.7pp | 937.21%-917.0pp | 373.84%-353.6pp |
| Employer contribution / active EE | $612 | $3,261-81.2% | $2,724-77.5% | $4,755-87.1% |
| Participant deferral / active EE | $2,071 | $5,225-60.4% | $4,443-53.4% | $6,713-69.2% |
| Admin fee / account holder | $151 | $6,605-97.7% | $5,382-97.2% | $11,407-98.7% |