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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 | $15,289 | $70,366-78.3% | $66,674-77.1% | $138,895-89.0% |
| Participation rate | 65.2% | 76.2%-11.0pp | 73.7%-8.5pp | 79.9%-14.7pp |
| Annual return | 26.64% | 386.41%-359.8pp | 321.24%-294.6pp | 145.39%-118.8pp |
| Employer contribution / active EE | $810 | $2,765-70.7% | $2,620-69.1% | $4,194-80.7% |
| Participant deferral / active EE | $2,675 | $4,374-38.8% | $4,084-34.5% | $6,396-58.2% |
| Admin fee / account holder | $102 | $5,262-98.1% | $5,098-98.0% | $12,562-99.2% |