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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 | $14,380 | $96,388-85.1% | $80,627-82.2% | $139,466-89.7% |
| Participation rate | 62.5% | 73.6%-11.1pp | 67.0%-4.5pp | 80.3%-17.8pp |
| Annual return | 20.31% | 1352.08%-1331.8pp | 936.76%-916.4pp | 373.66%-353.3pp |
| Employer contribution / active EE | $928 | $3,260-71.5% | $2,723-65.9% | $4,754-80.5% |
| Participant deferral / active EE | $1,060 | $5,224-79.7% | $4,443-76.1% | $6,712-84.2% |
| Admin fee / account holder | $50 | $6,603-99.2% | $5,381-99.1% | $11,409-99.6% |