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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 | $15,981 | $100,911-84.2% | $90,440-82.3% | $158,966-89.9% |
| Participation rate | 18.8% | 75.0%-56.3pp | 72.7%-53.9pp | 82.0%-63.2pp |
| Annual return | 21.39% | 1726.62%-1705.2pp | 1294.38%-1273.0pp | 302.95%-281.6pp |
| Employer contribution / active EE | $208 | $3,690-94.4% | $3,263-93.6% | $4,762-95.6% |
| Participant deferral / active EE | $1,527 | $4,348-64.9% | $3,964-61.5% | $5,983-74.5% |
| Admin fee / account holder | $94 | $6,507-98.6% | $5,615-98.3% | $11,250-99.2% |