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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 | $14,960 | $104,924-85.7% | $84,623-82.3% | $152,885-90.2% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.5%-15.8pp |
| Annual return | 33.23% | 373.82%-340.6pp | 258.77%-225.5pp | 345.39%-312.2pp |
| Employer contribution / active EE | $940 | $3,302-71.5% | $2,652-64.6% | $4,763-80.3% |
| Participant deferral / active EE | $7,987 | $4,689+70.3% | $3,899+104.8% | $5,851+36.5% |
| Admin fee / account holder | $19 | $6,242-99.7% | $4,913-99.6% | $11,598-99.8% |