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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 | $11,582 | $88,815-87.0% | $81,882-85.9% | $145,897-92.1% |
| Participation rate | 27.3% | 75.1%-47.8pp | 72.4%-45.1pp | 80.3%-53.0pp |
| Annual return | 19.25% | 1033.75%-1014.5pp | 779.47%-760.2pp | 552.29%-533.0pp |
| Employer contribution / active EE | $427 | $3,086-86.2% | $2,916-85.3% | $4,663-90.8% |
| Participant deferral / active EE | $3,678 | $4,647-20.8% | $4,323-14.9% | $6,689-45.0% |
| Admin fee / account holder | $91 | $8,434-98.9% | $7,360-98.8% | $13,390-99.3% |