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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 | $15,892 | $88,815-82.1% | $81,882-80.6% | $145,897-89.1% |
| Participation rate | 53.3% | 75.1%-21.7pp | 72.4%-19.1pp | 80.3%-27.0pp |
| Annual return | 10.58% | 1033.75%-1023.2pp | 779.47%-768.9pp | 552.29%-541.7pp |
| Employer contribution / active EE | $588 | $3,086-81.0% | $2,916-79.8% | $4,663-87.4% |
| Participant deferral / active EE | $1,254 | $4,647-73.0% | $4,323-71.0% | $6,689-81.3% |
| Admin fee / account holder | $219 | $8,434-97.4% | $7,360-97.0% | $13,390-98.4% |