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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 | $30,953 | $234,190-86.8% | $180,320-82.8% | $198,609-84.4% |
| Participation rate | 60.0% | 77.1%-17.1pp | 71.5%-11.5pp | 82.4%-22.4pp |
| Annual return | 23.90% | 1057.44%-1033.5pp | 778.54%-754.6pp | 202.70%-178.8pp |
| Employer contribution / active EE | $867 | $5,258-83.5% | $4,108-78.9% | $5,055-82.9% |
| Participant deferral / active EE | $2,475 | $4,988-50.4% | $4,304-42.5% | $6,977-64.5% |
| Admin fee / account holder | $119 | $12,558-99.0% | $10,000-98.8% | $19,030-99.4% |