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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 | $35,661 | $100,895-64.7% | $90,430-60.6% | $158,950-77.6% |
| Participation rate | 63.2% | 75.0%-11.9pp | 72.7%-9.5pp | 82.0%-18.8pp |
| Annual return | 16.06% | 1725.54%-1709.5pp | 1293.73%-1277.7pp | 302.91%-286.8pp |
| Employer contribution / active EE | $1,570 | $3,689-57.4% | $3,262-51.9% | $4,762-67.0% |
| Participant deferral / active EE | $2,084 | $4,347-52.1% | $3,963-47.4% | $5,983-65.2% |
| Admin fee / account holder | $18 | $6,505-99.7% | $5,613-99.7% | $11,248-99.8% |