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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 | $18,156 | $102,663-82.3% | $86,216-78.9% | $139,466-87.0% |
| Participation rate | 54.5% | 74.5%-20.0pp | 69.0%-14.4pp | 80.3%-25.8pp |
| Annual return | 16.98% | 1924.52%-1907.5pp | 1169.42%-1152.4pp | 373.66%-356.7pp |
| Employer contribution / active EE | $1,082 | $3,035-64.4% | $2,382-54.6% | $4,754-77.2% |
| Participant deferral / active EE | $2,466 | $4,677-47.3% | $3,986-38.1% | $6,712-63.3% |
| Admin fee / account holder | $152 | $8,663-98.2% | $6,853-97.8% | $11,409-98.7% |