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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 | $17,208 | $90,691-81.0% | $76,119-77.4% | $145,884-88.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 12.59% | 624.52%-611.9pp | 361.25%-348.7pp | 551.85%-539.3pp |
| Employer contribution / active EE | $889 | $3,329-73.3% | $2,693-67.0% | $4,662-80.9% |
| Participant deferral / active EE | $1,380 | $5,167-73.3% | $4,259-67.6% | $6,690-79.4% |
| Admin fee / account holder | $219 | $8,383-97.4% | $6,421-96.6% | $13,392-98.4% |