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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 | $12,648 | $100,911-87.5% | $90,440-86.0% | $158,966-92.0% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 23.97% | 1726.62%-1702.7pp | 1294.38%-1270.4pp | 302.95%-279.0pp |
| Employer contribution / active EE | $1,565 | $3,690-57.6% | $3,263-52.0% | $4,762-67.1% |
| Participant deferral / active EE | $4,512 | $4,348+3.8% | $3,964+13.8% | $5,983-24.6% |
| Admin fee / account holder | $155 | $6,507-97.6% | $5,615-97.2% | $11,250-98.6% |