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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 | $16,584 | $109,872-84.9% | $98,483-83.2% | $167,536-90.1% |
| Participation rate | 43.8% | 75.8%-32.1pp | 73.3%-29.6pp | 82.1%-38.4pp |
| Annual return | 22.26% | 1959.31%-1937.1pp | 1494.38%-1472.1pp | 478.82%-456.6pp |
| Employer contribution / active EE | $950 | $3,225-70.6% | $2,961-67.9% | $4,839-80.4% |
| Participant deferral / active EE | $2,478 | $4,673-47.0% | $4,276-42.1% | $6,342-60.9% |
| Admin fee / account holder | $20 | $6,757-99.7% | $5,953-99.7% | $12,315-99.8% |