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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 | $35,604 | $88,754-59.9% | $81,820-56.5% | $145,877-75.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 15.26% | 1031.77%-1016.5pp | 777.93%-762.7pp | 551.28%-536.0pp |
| Employer contribution / active EE | $667 | $3,085-78.4% | $2,915-77.1% | $4,663-85.7% |
| Participant deferral / active EE | $1,667 | $4,648-64.1% | $4,323-61.4% | $6,691-75.1% |
| Admin fee / account holder | $233 | $8,424-97.2% | $7,391-96.8% | $13,402-98.3% |