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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 | $51,570 | $81,643-36.8% | $70,462-26.8% | $158,950-67.6% |
| Participation rate | 15.0% | 77.7%-62.7pp | 75.1%-60.1pp | 82.0%-67.0pp |
| Annual return | 15.65% | 208.51%-192.9pp | 109.08%-93.4pp | 302.91%-287.3pp |
| Employer contribution / active EE | $639 | $3,218-80.1% | $2,737-76.7% | $4,762-86.6% |
| Participant deferral / active EE | $1,014 | $4,555-77.7% | $3,710-72.7% | $5,983-83.0% |
| Admin fee / account holder | $25 | $6,194-99.6% | $3,845-99.3% | $11,248-99.8% |