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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 | $27,851 | $60,139-53.7% | $90,461-69.2% | $79,856-65.1% |
| Participation rate | 44.1% | 65.0%-20.9pp | 72.7%-28.6pp | 69.6%-25.5pp |
| Annual return | 25.49% | 71.96%-46.5pp | 1294.76%-1269.3pp | 31.71%-6.2pp |
| Employer contribution / active EE | $697 | $2,069-66.3% | $3,264-78.7% | $2,471-71.8% |
| Participant deferral / active EE | $1,523 | $2,939-48.2% | $3,964-61.6% | $3,741-59.3% |
| Admin fee / account holder | $157 | $3,978-96.0% | $5,617-97.2% | $5,306-97.0% |