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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 | $23,192 | $109,863-78.9% | $98,477-76.4% | $167,518-86.2% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 17.01% | 1958.09%-1941.1pp | 1493.59%-1476.6pp | 478.71%-461.7pp |
| Employer contribution / active EE | $1,867 | $3,225-42.1% | $2,961-37.0% | $4,838-61.4% |
| Participant deferral / active EE | $1,933 | $4,673-58.6% | $4,276-54.8% | $6,342-69.5% |
| Admin fee / account holder | $80 | $6,755-98.8% | $5,951-98.7% | $12,312-99.4% |