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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 | $26,320 | $102,595-74.3% | $94,057-72.0% | $154,746-83.0% |
| Participation rate | 38.9% | 76.0%-37.1pp | 73.3%-34.5pp | 80.7%-41.8pp |
| Annual return | 23.70% | 583.42%-559.7pp | 480.62%-456.9pp | 172.34%-148.6pp |
| Employer contribution / active EE | $750 | $3,147-76.2% | $2,933-74.4% | $4,379-82.9% |
| Participant deferral / active EE | $1,580 | $5,118-69.1% | $4,709-66.4% | $6,730-76.5% |
| Admin fee / account holder | $147 | $7,736-98.1% | $7,244-98.0% | $14,365-99.0% |