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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 | $88,778-82.1% | $81,844-80.6% | $145,884-89.1% |
| Participation rate | 53.3% | 75.1%-21.7pp | 72.4%-19.0pp | 80.3%-27.0pp |
| Annual return | 10.58% | 1033.03%-1022.5pp | 778.87%-768.3pp | 551.85%-541.3pp |
| Employer contribution / active EE | $588 | $3,087-81.0% | $2,916-79.8% | $4,662-87.4% |
| Participant deferral / active EE | $1,254 | $4,648-73.0% | $4,323-71.0% | $6,690-81.3% |
| Admin fee / account holder | $219 | $8,430-97.4% | $7,355-97.0% | $13,392-98.4% |