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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 | $18,692 | $100,938-81.5% | $90,461-79.3% | $158,982-88.2% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.4pp | 82.0%-48.6pp |
| Annual return | 29.49% | 1727.20%-1697.7pp | 1294.76%-1265.3pp | 302.99%-273.5pp |
| Employer contribution / active EE | $1,233 | $3,691-66.6% | $3,264-62.2% | $4,763-74.1% |
| Participant deferral / active EE | $1,967 | $4,350-54.8% | $3,964-50.4% | $5,983-67.1% |
| Admin fee / account holder | $197 | $6,510-97.0% | $5,617-96.5% | $11,252-98.2% |