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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 | $162,529-93.7% | $130,788-92.2% | $154,746-93.4% |
| Participation rate | 50.0% | 75.9%-25.9pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 18.29% | 510.48%-492.2pp | 386.44%-368.2pp | 172.34%-154.0pp |
| Employer contribution / active EE | $609 | $4,447-86.3% | $3,558-82.9% | $4,379-86.1% |
| Participant deferral / active EE | $692 | $4,808-85.6% | $4,137-83.3% | $6,730-89.7% |
| Admin fee / account holder | $116 | $7,669-98.5% | $6,673-98.3% | $14,365-99.2% |