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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 | $16,174 | $88,778-81.8% | $81,844-80.2% | $145,884-88.9% |
| Participation rate | 62.5% | 75.1%-12.6pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 14.74% | 1033.03%-1018.3pp | 778.87%-764.1pp | 551.85%-537.1pp |
| Employer contribution / active EE | $1,446 | $3,087-53.2% | $2,916-50.4% | $4,662-69.0% |
| Participant deferral / active EE | $2,406 | $4,648-48.2% | $4,323-44.4% | $6,690-64.0% |
| Admin fee / account holder | $74 | $8,430-99.1% | $7,355-99.0% | $13,392-99.4% |