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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 | $16,832 | $100,911-83.3% | $90,440-81.4% | $158,966-89.4% |
| Participation rate | 54.5% | 75.0%-20.5pp | 72.7%-18.1pp | 82.0%-27.4pp |
| Annual return | 21.17% | 1726.62%-1705.4pp | 1294.38%-1273.2pp | 302.95%-281.8pp |
| Employer contribution / active EE | $1,155 | $3,690-68.7% | $3,263-64.6% | $4,762-75.7% |
| Participant deferral / active EE | $1,519 | $4,348-65.1% | $3,964-61.7% | $5,983-74.6% |
| Admin fee / account holder | $87 | $6,507-98.7% | $5,615-98.5% | $11,250-99.2% |