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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 | $88,710-73.4% | $81,783-71.1% | $145,959-83.8% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 12.92% | 1027.26%-1014.3pp | 775.05%-762.1pp | 561.95%-549.0pp |
| Employer contribution / active EE | $863 | $3,083-72.0% | $2,913-70.4% | $4,661-81.5% |
| Participant deferral / active EE | $3,114 | $4,645-32.9% | $4,320-27.9% | $6,689-53.4% |
| Admin fee / account holder | $123 | $8,407-98.5% | $7,380-98.3% | $13,398-99.1% |