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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 | $23,036 | $100,911-77.2% | $90,440-74.5% | $158,966-85.5% |
| Participation rate | 69.2% | 75.0%-5.8pp | 72.7%-3.5pp | 82.0%-12.7pp |
| Annual return | 16.88% | 1726.62%-1709.7pp | 1294.38%-1277.5pp | 302.95%-286.1pp |
| Employer contribution / active EE | $997 | $3,690-73.0% | $3,263-69.4% | $4,762-79.1% |
| Participant deferral / active EE | $2,206 | $4,348-49.3% | $3,964-44.3% | $5,983-63.1% |
| Admin fee / account holder | $208 | $6,507-96.8% | $5,615-96.3% | $11,250-98.2% |