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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 | $17,587 | $88,754-80.2% | $81,820-78.5% | $145,877-87.9% |
| Participation rate | 31.6% | 75.1%-43.5pp | 72.4%-40.8pp | 80.3%-48.7pp |
| Annual return | 12.98% | 1031.77%-1018.8pp | 777.93%-765.0pp | 551.28%-538.3pp |
| Employer contribution / active EE | $365 | $3,085-88.2% | $2,915-87.5% | $4,663-92.2% |
| Participant deferral / active EE | $1,651 | $4,648-64.5% | $4,323-61.8% | $6,691-75.3% |
| Admin fee / account holder | $13 | $8,424-99.8% | $7,391-99.8% | $13,402-99.9% |