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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 | $15,631 | $60,128-74.0% | $90,440-82.7% | $79,852-80.4% |
| Participation rate | 64.3% | 65.0%-0.7pp | 72.7%-8.4pp | 69.6%-5.4pp |
| Annual return | 17.06% | 71.95%-54.9pp | 1294.38%-1277.3pp | 31.72%-14.7pp |
| Employer contribution / active EE | $1,066 | $2,068-48.5% | $3,263-67.3% | $2,471-56.9% |
| Participant deferral / active EE | $1,155 | $2,939-60.7% | $3,964-70.9% | $3,740-69.1% |
| Admin fee / account holder | $176 | $3,977-95.6% | $5,615-96.9% | $5,306-96.7% |