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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 | $10,732 | $88,754-87.9% | $81,820-86.9% | $145,877-92.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 11.98% | 1031.77%-1019.8pp | 777.93%-766.0pp | 551.28%-539.3pp |
| Employer contribution / active EE | $377 | $3,085-87.8% | $2,915-87.1% | $4,663-91.9% |
| Participant deferral / active EE | $703 | $4,648-84.9% | $4,323-83.7% | $6,691-89.5% |
| Admin fee / account holder | $182 | $8,424-97.8% | $7,391-97.5% | $13,402-98.6% |