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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 | $15,595 | $100,911-84.5% | $90,440-82.8% | $158,966-90.2% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 18.31% | 1726.62%-1708.3pp | 1294.38%-1276.1pp | 302.95%-284.6pp |
| Employer contribution / active EE | $624 | $3,690-83.1% | $3,263-80.9% | $4,762-86.9% |
| Participant deferral / active EE | $954 | $4,348-78.1% | $3,964-75.9% | $5,983-84.0% |
| Admin fee / account holder | $8 | $6,507-99.9% | $5,615-99.9% | $11,250-99.9% |