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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 | $149,040-93.1% | $120,225-91.5% | $137,256-92.6% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 18.29% | 605.68%-587.4pp | 439.23%-420.9pp | 220.34%-202.1pp |
| Employer contribution / active EE | $609 | $4,350-86.0% | $3,475-82.5% | $4,156-85.4% |
| Participant deferral / active EE | $692 | $4,655-85.1% | $3,999-82.7% | $6,407-89.2% |
| Admin fee / account holder | $116 | $6,348-98.2% | $5,696-98.0% | $12,270-99.1% |