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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 | $88,778-93.1% | $81,844-92.5% | $145,884-95.8% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 20.34% | 1033.03%-1012.7pp | 778.87%-758.5pp | 551.85%-531.5pp |
| Employer contribution / active EE | $896 | $3,087-71.0% | $2,916-69.3% | $4,662-80.8% |
| Participant deferral / active EE | $1,556 | $4,648-66.5% | $4,323-64.0% | $6,690-76.7% |
| Admin fee / account holder | $287 | $8,430-96.6% | $7,355-96.1% | $13,392-97.9% |