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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 | $20,470 | $176,688-88.4% | $130,660-84.3% | $152,909-86.6% |
| Participation rate | 33.3% | 79.0%-45.6pp | 71.7%-38.4pp | 82.5%-49.1pp |
| Annual return | 6.36% | 2693.08%-2686.7pp | 1709.29%-1702.9pp | 345.46%-339.1pp |
| Employer contribution / active EE | $1,057 | $5,743-81.6% | $4,092-74.2% | $4,764-77.8% |
| Participant deferral / active EE | $1,000 | $4,362-77.1% | $3,603-72.2% | $5,851-82.9% |
| Admin fee / account holder | $1 | $7,131-100.0% | $5,463-100.0% | $11,601-100.0% |