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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 | $21,492 | $104,937-79.5% | $84,628-74.6% | $152,897-85.9% |
| Participation rate | 60.0% | 74.8%-14.8pp | 68.2%-8.2pp | 82.5%-22.5pp |
| Annual return | 18.36% | 373.88%-355.5pp | 258.80%-240.4pp | 345.43%-327.1pp |
| Employer contribution / active EE | $794 | $3,303-76.0% | $2,653-70.1% | $4,764-83.3% |
| Participant deferral / active EE | $1,078 | $4,690-77.0% | $3,900-72.4% | $5,851-81.6% |
| Admin fee / account holder | $192 | $6,243-96.9% | $4,914-96.1% | $11,599-98.3% |