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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 | $18,087 | $88,754-79.6% | $81,820-77.9% | $145,877-87.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 13.16% | 1031.77%-1018.6pp | 777.93%-764.8pp | 551.28%-538.1pp |
| Employer contribution / active EE | $480 | $3,085-84.4% | $2,915-83.5% | $4,663-89.7% |
| Participant deferral / active EE | $990 | $4,648-78.7% | $4,323-77.1% | $6,691-85.2% |
| Admin fee / account holder | $36 | $8,424-99.6% | $7,391-99.5% | $13,402-99.7% |