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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 | $15,776 | $65,440-75.9% | $98,506-84.0% | $85,851-81.6% |
| Participation rate | 36.6% | 65.0%-28.4pp | 73.3%-36.8pp | 69.3%-32.7pp |
| Annual return | 14.14% | 21.75%-7.6pp | 1494.92%-1480.8pp | 318.63%-304.5pp |
| Employer contribution / active EE | $608 | $2,169-72.0% | $2,961-79.5% | $2,565-76.3% |
| Participant deferral / active EE | $1,833 | $3,168-42.1% | $4,277-57.1% | $3,952-53.6% |
| Admin fee / account holder | $159 | $4,596-96.5% | $5,955-97.3% | $6,261-97.5% |