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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 | $20,920 | $102,696-79.6% | $86,235-75.7% | $139,487-85.0% |
| Participation rate | 62.5% | 74.5%-12.0pp | 69.0%-6.5pp | 80.3%-17.8pp |
| Annual return | 10.91% | 1925.91%-1915.0pp | 1170.03%-1159.1pp | 373.84%-362.9pp |
| Employer contribution / active EE | $1,056 | $3,034-65.2% | $2,381-55.6% | $4,755-77.8% |
| Participant deferral / active EE | $1,129 | $4,679-75.9% | $3,987-71.7% | $6,713-83.2% |
| Admin fee / account holder | $233 | $8,667-97.3% | $6,856-96.6% | $11,407-98.0% |