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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 | $26,701 | $57,305-53.4% | $86,640-69.2% | $75,173-64.5% |
| Participation rate | 53.8% | 63.2%-9.4pp | 71.7%-17.9pp | 67.2%-13.4pp |
| Annual return | 17.23% | 2674.24%-2657.0pp | 592.52%-575.3pp | 160.72%-143.5pp |
| Employer contribution / active EE | $638 | $2,316-72.5% | $3,024-78.9% | $2,671-76.1% |
| Participant deferral / active EE | $1,378 | $3,320-58.5% | $4,438-69.0% | $4,126-66.6% |
| Admin fee / account holder | $80 | $4,116-98.1% | $5,616-98.6% | $5,651-98.6% |