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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 | $19,811 | $70,366-71.8% | $66,674-70.3% | $138,895-85.7% |
| Participation rate | 35.3% | 76.2%-40.9pp | 73.7%-38.4pp | 79.9%-44.6pp |
| Annual return | 18.56% | 386.41%-367.8pp | 321.24%-302.7pp | 145.39%-126.8pp |
| Employer contribution / active EE | $977 | $2,765-64.7% | $2,620-62.7% | $4,194-76.7% |
| Participant deferral / active EE | $977 | $4,374-77.7% | $4,084-76.1% | $6,396-84.7% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |