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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 | $88,754-83.6% | $81,820-82.2% | $145,877-90.0% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 16.37% | 1031.77%-1015.4pp | 777.93%-761.6pp | 551.28%-534.9pp |
| Employer contribution / active EE | $1,155 | $3,085-62.6% | $2,915-60.4% | $4,663-75.2% |
| Participant deferral / active EE | $8,371 | $4,648+80.1% | $4,323+93.6% | $6,691+25.1% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |