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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 | $83,435 | $109,872-24.1% | $98,483-15.3% | $167,536-50.2% |
| Participation rate | 68.4% | 75.8%-7.4pp | 73.3%-4.9pp | 82.1%-13.7pp |
| Annual return | 15.76% | 1959.31%-1943.6pp | 1494.38%-1478.6pp | 478.82%-463.1pp |
| Employer contribution / active EE | $1,306 | $3,225-59.5% | $2,961-55.9% | $4,839-73.0% |
| Participant deferral / active EE | $2,475 | $4,673-47.0% | $4,276-42.1% | $6,342-61.0% |
| Admin fee / account holder | $17 | $6,757-99.7% | $5,953-99.7% | $12,315-99.9% |