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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 | $23,980 | $68,097-64.8% | $62,929-61.9% | $137,256-82.5% |
| Participation rate | 57.1% | 77.4%-20.3pp | 73.1%-16.0pp | 80.0%-22.8pp |
| Annual return | 18.29% | 1859.11%-1840.8pp | 1063.93%-1045.6pp | 220.34%-202.0pp |
| Employer contribution / active EE | $691 | $2,811-75.4% | $2,505-72.4% | $4,156-83.4% |
| Participant deferral / active EE | $2,390 | $4,553-47.5% | $3,888-38.5% | $6,407-62.7% |
| Admin fee / account holder | $20 | $6,521-99.7% | $5,065-99.6% | $12,270-99.8% |