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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 | $22,179 | $96,388-77.0% | $80,627-72.5% | $139,466-84.1% |
| Participation rate | 29.4% | 73.6%-44.2pp | 67.0%-37.6pp | 80.3%-50.9pp |
| Annual return | 24.64% | 1352.08%-1327.4pp | 936.76%-912.1pp | 373.66%-349.0pp |
| Employer contribution / active EE | $787 | $3,260-75.9% | $2,723-71.1% | $4,754-83.4% |
| Participant deferral / active EE | $1,878 | $5,224-64.1% | $4,443-57.7% | $6,712-72.0% |
| Admin fee / account holder | $163 | $6,603-97.5% | $5,381-97.0% | $11,409-98.6% |