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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 | $7,863 | $70,366-88.8% | $66,674-88.2% | $138,895-94.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 22.94% | 386.41%-363.5pp | 321.24%-298.3pp | 145.39%-122.5pp |
| Employer contribution / active EE | $798 | $2,765-71.1% | $2,620-69.5% | $4,194-81.0% |
| Participant deferral / active EE | $1,235 | $4,374-71.8% | $4,084-69.8% | $6,396-80.7% |
| Admin fee / account holder | $36 | $5,262-99.3% | $5,098-99.3% | $12,562-99.7% |