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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 | $82,593 | $88,815-7.0% | $81,882+0.9% | $145,897-43.4% |
| Participation rate | 14.3% | 75.1%-60.8pp | 72.4%-58.1pp | 80.3%-66.0pp |
| Annual return | 11.94% | 1033.75%-1021.8pp | 779.47%-767.5pp | 552.29%-540.3pp |
| Employer contribution / active EE | $468 | $3,086-84.8% | $2,916-83.9% | $4,663-90.0% |
| Participant deferral / active EE | $897 | $4,647-80.7% | $4,323-79.3% | $6,689-86.6% |
| Admin fee / account holder | $6 | $8,434-99.9% | $7,360-99.9% | $13,390-100.0% |