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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 | $20,896 | $109,863-81.0% | $98,477-78.8% | $167,518-87.5% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 26.82% | 1958.09%-1931.3pp | 1493.59%-1466.8pp | 478.71%-451.9pp |
| Employer contribution / active EE | $2,752 | $3,225-14.7% | $2,961-7.1% | $4,838-43.1% |
| Participant deferral / active EE | $5,232 | $4,673+12.0% | $4,276+22.3% | $6,342-17.5% |
| Admin fee / account holder | $49 | $6,755-99.3% | $5,951-99.2% | $12,312-99.6% |