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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 | $17,616 | $88,754-80.2% | $81,820-78.5% | $145,877-87.9% |
| Participation rate | 64.7% | 75.1%-10.4pp | 72.4%-7.7pp | 80.3%-15.6pp |
| Annual return | 13.20% | 1031.77%-1018.6pp | 777.93%-764.7pp | 551.28%-538.1pp |
| Employer contribution / active EE | $551 | $3,085-82.1% | $2,915-81.1% | $4,663-88.2% |
| Participant deferral / active EE | $1,237 | $4,648-73.4% | $4,323-71.4% | $6,691-81.5% |
| Admin fee / account holder | $187 | $8,424-97.8% | $7,391-97.5% | $13,402-98.6% |