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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 | $19,586 | $88,778-77.9% | $81,844-76.1% | $145,884-86.6% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 14.84% | 1033.03%-1018.2pp | 778.87%-764.0pp | 551.85%-537.0pp |
| Employer contribution / active EE | $760 | $3,087-75.4% | $2,916-73.9% | $4,662-83.7% |
| Participant deferral / active EE | $1,523 | $4,648-67.2% | $4,323-64.8% | $6,690-77.2% |
| Admin fee / account holder | $210 | $8,430-97.5% | $7,355-97.1% | $13,392-98.4% |