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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 | $21,890 | $102,595-78.7% | $94,057-76.7% | $154,746-85.9% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 18.07% | 583.42%-565.3pp | 480.62%-462.5pp | 172.34%-154.3pp |
| Employer contribution / active EE | $785 | $3,147-75.1% | $2,933-73.2% | $4,379-82.1% |
| Participant deferral / active EE | $1,570 | $5,118-69.3% | $4,709-66.7% | $6,730-76.7% |
| Admin fee / account holder | $220 | $7,736-97.2% | $7,244-97.0% | $14,365-98.5% |