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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 | $21,701 | $102,663-78.9% | $86,216-74.8% | $139,466-84.4% |
| Participation rate | 68.8% | 74.5%-5.8pp | 69.0%-0.2pp | 80.3%-11.6pp |
| Annual return | 18.61% | 1924.52%-1905.9pp | 1169.42%-1150.8pp | 373.66%-355.1pp |
| Employer contribution / active EE | $1,801 | $3,035-40.6% | $2,382-24.4% | $4,754-62.1% |
| Participant deferral / active EE | $2,734 | $4,677-41.6% | $3,986-31.4% | $6,712-59.3% |
| Admin fee / account holder | $127 | $8,663-98.5% | $6,853-98.1% | $11,409-98.9% |