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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 | $23,575 | $104,953-77.5% | $84,637-72.1% | $152,909-84.6% |
| Participation rate | 40.0% | 74.8%-34.8pp | 68.2%-28.2pp | 82.5%-42.5pp |
| Annual return | 19.04% | 373.94%-354.9pp | 258.82%-239.8pp | 345.46%-326.4pp |
| Employer contribution / active EE | $941 | $3,304-71.5% | $2,653-64.5% | $4,764-80.3% |
| Participant deferral / active EE | $1,091 | $4,691-76.7% | $3,900-72.0% | $5,851-81.4% |
| Admin fee / account holder | $26 | $6,244-99.6% | $4,914-99.5% | $11,601-99.8% |