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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 | $14,555 | $88,815-83.6% | $81,882-82.2% | $145,897-90.0% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 16.37% | 1033.75%-1017.4pp | 779.47%-763.1pp | 552.29%-535.9pp |
| Employer contribution / active EE | $1,155 | $3,086-62.6% | $2,916-60.4% | $4,663-75.2% |
| Participant deferral / active EE | $8,371 | $4,647+80.1% | $4,323+93.6% | $6,689+25.1% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |