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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 | $12,219 | $110,093-88.9% | $97,295-87.4% | $145,897-91.6% |
| Participation rate | 66.7% | 75.9%-9.2pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 19.44% | 244.76%-225.3pp | 75.62%-56.2pp | 552.29%-532.9pp |
| Employer contribution / active EE | $826 | $3,077-73.1% | $2,723-69.6% | $4,663-82.3% |
| Participant deferral / active EE | $2,752 | $4,678-41.2% | $4,264-35.4% | $6,689-58.9% |
| Admin fee / account holder | $62 | $6,212-99.0% | $5,646-98.9% | $13,390-99.5% |