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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 | $66,783 | $100,911-33.8% | $90,440-26.2% | $158,966-58.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 20.59% | 1726.62%-1706.0pp | 1294.38%-1273.8pp | 302.95%-282.4pp |
| Employer contribution / active EE | $298 | $3,690-91.9% | $3,263-90.9% | $4,762-93.7% |
| Participant deferral / active EE | $1,105 | $4,348-74.6% | $3,964-72.1% | $5,983-81.5% |
| Admin fee / account holder | $12 | $6,507-99.8% | $5,615-99.8% | $11,250-99.9% |