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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 | $17,058 | $70,366-75.8% | $66,674-74.4% | $138,895-87.7% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 19.82% | 386.41%-366.6pp | 321.24%-301.4pp | 145.39%-125.6pp |
| Employer contribution / active EE | $446 | $2,765-83.9% | $2,620-83.0% | $4,194-89.4% |
| Participant deferral / active EE | $1,606 | $4,374-63.3% | $4,084-60.7% | $6,396-74.9% |
| Admin fee / account holder | $4 | $5,262-99.9% | $5,098-99.9% | $12,562-100.0% |