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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 | $10,215 | $154,754-93.4% | $124,206-91.8% | $138,895-92.6% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.6%-19.6pp | 79.9%-29.9pp |
| Annual return | 18.29% | 709.28%-691.0pp | 515.27%-497.0pp | 145.39%-127.1pp |
| Employer contribution / active EE | $609 | $4,446-86.3% | $3,540-82.8% | $4,194-85.5% |
| Participant deferral / active EE | $692 | $4,621-85.0% | $3,968-82.6% | $6,396-89.2% |
| Admin fee / account holder | $116 | $6,690-98.3% | $5,929-98.0% | $12,562-99.1% |