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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 | $15,506 | $88,710-82.5% | $81,783-81.0% | $145,959-89.4% |
| Participation rate | 64.3% | 75.0%-10.8pp | 72.4%-8.1pp | 80.3%-16.0pp |
| Annual return | 16.02% | 1027.26%-1011.2pp | 775.05%-759.0pp | 561.95%-545.9pp |
| Employer contribution / active EE | $1,665 | $3,083-46.0% | $2,913-42.8% | $4,661-64.3% |
| Participant deferral / active EE | $1,794 | $4,645-61.4% | $4,320-58.5% | $6,689-73.2% |
| Admin fee / account holder | $192 | $8,407-97.7% | $7,380-97.4% | $13,398-98.6% |