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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 | $88,702-86.9% | $81,780-85.8% | $145,978-92.1% |
| Participation rate | 27.3% | 75.0%-47.8pp | 72.4%-45.1pp | 80.3%-53.0pp |
| Annual return | 19.25% | 1029.12%-1009.9pp | 776.27%-757.0pp | 550.52%-531.3pp |
| Employer contribution / active EE | $427 | $3,084-86.1% | $2,914-85.3% | $4,662-90.8% |
| Participant deferral / active EE | $3,678 | $4,645-20.8% | $4,321-14.9% | $6,690-45.0% |
| Admin fee / account holder | $91 | $8,414-98.9% | $7,384-98.8% | $13,400-99.3% |