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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 | $12,840 | $88,710-85.5% | $81,783-84.3% | $145,959-91.2% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 14.08% | 1027.26%-1013.2pp | 775.05%-761.0pp | 561.95%-547.9pp |
| Employer contribution / active EE | $859 | $3,083-72.1% | $2,913-70.5% | $4,661-81.6% |
| Participant deferral / active EE | $2,628 | $4,645-43.4% | $4,320-39.2% | $6,689-60.7% |
| Admin fee / account holder | $52 | $8,407-99.4% | $7,380-99.3% | $13,398-99.6% |