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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 | $40,965 | $100,911-59.4% | $90,440-54.7% | $158,966-74.2% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.7%-9.1pp | 82.0%-18.3pp |
| Annual return | 15.78% | 1726.62%-1710.8pp | 1294.38%-1278.6pp | 302.95%-287.2pp |
| Employer contribution / active EE | $1,876 | $3,690-49.2% | $3,263-42.5% | $4,762-60.6% |
| Participant deferral / active EE | $3,584 | $4,348-17.6% | $3,964-9.6% | $5,983-40.1% |
| Admin fee / account holder | $298 | $6,507-95.4% | $5,615-94.7% | $11,250-97.4% |