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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 | $15,954 | $109,411-85.4% | $89,435-82.2% | $158,982-90.0% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.0%-5.5pp | 82.0%-19.5pp |
| Annual return | 13.96% | 345.68%-331.7pp | 245.55%-231.6pp | 302.99%-289.0pp |
| Employer contribution / active EE | $698 | $3,173-78.0% | $2,587-73.0% | $4,763-85.3% |
| Participant deferral / active EE | $881 | $4,600-80.8% | $3,890-77.3% | $5,983-85.3% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |