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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 | $12,068 | $102,663-88.2% | $86,216-86.0% | $139,466-91.3% |
| Participation rate | 63.6% | 74.5%-10.9pp | 69.0%-5.3pp | 80.3%-16.7pp |
| Annual return | 30.88% | 1924.52%-1893.6pp | 1169.42%-1138.5pp | 373.66%-342.8pp |
| Employer contribution / active EE | $1,290 | $3,035-57.5% | $2,382-45.8% | $4,754-72.9% |
| Participant deferral / active EE | $3,463 | $4,677-26.0% | $3,986-13.1% | $6,712-48.4% |
| Admin fee / account holder | $17 | $8,663-99.8% | $6,853-99.8% | $11,409-99.9% |