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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 | $23,884 | $88,815-73.1% | $81,882-70.8% | $145,897-83.6% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 14.97% | 1033.75%-1018.8pp | 779.47%-764.5pp | 552.29%-537.3pp |
| Employer contribution / active EE | $784 | $3,086-74.6% | $2,916-73.1% | $4,663-83.2% |
| Participant deferral / active EE | $857 | $4,647-81.6% | $4,323-80.2% | $6,689-87.2% |
| Admin fee / account holder | $20 | $8,434-99.8% | $7,360-99.7% | $13,390-99.9% |