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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 | $23,635 | $88,754-73.4% | $81,820-71.1% | $145,877-83.8% |
| Participation rate | 62.5% | 75.1%-12.6pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 12.92% | 1031.77%-1018.8pp | 777.93%-765.0pp | 551.28%-538.4pp |
| Employer contribution / active EE | $863 | $3,085-72.0% | $2,915-70.4% | $4,663-81.5% |
| Participant deferral / active EE | $3,114 | $4,648-33.0% | $4,323-28.0% | $6,691-53.5% |
| Admin fee / account holder | $123 | $8,424-98.5% | $7,391-98.3% | $13,402-99.1% |