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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 | $6,100 | $88,710-93.1% | $81,783-92.5% | $145,959-95.8% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 20.34% | 1027.26%-1006.9pp | 775.05%-754.7pp | 561.95%-541.6pp |
| Employer contribution / active EE | $896 | $3,083-70.9% | $2,913-69.2% | $4,661-80.8% |
| Participant deferral / active EE | $1,556 | $4,645-66.5% | $4,320-64.0% | $6,689-76.7% |
| Admin fee / account holder | $287 | $8,407-96.6% | $7,380-96.1% | $13,398-97.9% |