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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 | $18,893 | $88,778-78.7% | $81,844-76.9% | $145,884-87.0% |
| Participation rate | 53.8% | 75.1%-21.2pp | 72.4%-18.5pp | 80.3%-26.5pp |
| Annual return | 13.38% | 1033.03%-1019.6pp | 778.87%-765.5pp | 551.85%-538.5pp |
| Employer contribution / active EE | $847 | $3,087-72.6% | $2,916-71.0% | $4,662-81.8% |
| Participant deferral / active EE | $1,144 | $4,648-75.4% | $4,323-73.5% | $6,690-82.9% |
| Admin fee / account holder | $73 | $8,430-99.1% | $7,355-99.0% | $13,392-99.5% |