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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 | $43,715 | $88,778-50.8% | $81,844-46.6% | $145,884-70.0% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 16.08% | 1033.03%-1017.0pp | 778.87%-762.8pp | 551.85%-535.8pp |
| Employer contribution / active EE | $997 | $3,087-67.7% | $2,916-65.8% | $4,662-78.6% |
| Participant deferral / active EE | $1,667 | $4,648-64.1% | $4,323-61.4% | $6,690-75.1% |
| Admin fee / account holder | $299 | $8,430-96.5% | $7,355-95.9% | $13,392-97.8% |