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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 | $21,970 | $102,696-78.6% | $86,235-74.5% | $139,487-84.2% |
| Participation rate | 25.0% | 74.5%-49.5pp | 69.0%-44.0pp | 80.3%-55.3pp |
| Annual return | 20.14% | 1925.91%-1905.8pp | 1170.03%-1149.9pp | 373.84%-353.7pp |
| Employer contribution / active EE | $919 | $3,034-69.7% | $2,381-61.4% | $4,755-80.7% |
| Participant deferral / active EE | $1,932 | $4,679-58.7% | $3,987-51.5% | $6,713-71.2% |
| Admin fee / account holder | $50 | $8,667-99.4% | $6,856-99.3% | $11,407-99.6% |