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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 | $14,662 | $109,872-86.7% | $98,483-85.1% | $167,536-91.2% |
| Participation rate | 23.5% | 75.8%-52.3pp | 73.3%-49.8pp | 82.1%-58.6pp |
| Annual return | 15.52% | 1959.31%-1943.8pp | 1494.38%-1478.9pp | 478.82%-463.3pp |
| Employer contribution / active EE | $1,007 | $3,225-68.8% | $2,961-66.0% | $4,839-79.2% |
| Participant deferral / active EE | $1,007 | $4,673-78.4% | $4,276-76.4% | $6,342-84.1% |
| Admin fee / account holder | $48 | $6,757-99.3% | $5,953-99.2% | $12,315-99.6% |