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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 | $20,611 | $99,011-79.2% | $86,582-76.2% | $147,586-86.0% |
| Participation rate | 61.5% | 76.3%-14.8pp | 73.5%-12.0pp | 82.8%-21.3pp |
| Annual return | 15.39% | 1312.75%-1297.4pp | 965.08%-949.7pp | 578.59%-563.2pp |
| Employer contribution / active EE | $682 | $3,132-78.2% | $2,839-76.0% | $4,876-86.0% |
| Participant deferral / active EE | $822 | $3,972-79.3% | $3,609-77.2% | $5,439-84.9% |
| Admin fee / account holder | $227 | $5,709-96.0% | $4,904-95.4% | $10,886-97.9% |