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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 | $10,636 | $102,595-89.6% | $94,057-88.7% | $154,746-93.1% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 25.32% | 583.42%-558.1pp | 480.62%-455.3pp | 172.34%-147.0pp |
| Employer contribution / active EE | $1,713 | $3,147-45.6% | $2,933-41.6% | $4,379-60.9% |
| Participant deferral / active EE | $1,960 | $5,118-61.7% | $4,709-58.4% | $6,730-70.9% |
| Admin fee / account holder | $27 | $7,736-99.7% | $7,244-99.6% | $14,365-99.8% |