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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 | $12,646 | $100,938-87.5% | $90,461-86.0% | $158,982-92.0% |
| Participation rate | 31.6% | 75.0%-43.5pp | 72.7%-41.1pp | 82.0%-50.4pp |
| Annual return | 17.37% | 1727.20%-1709.8pp | 1294.76%-1277.4pp | 302.99%-285.6pp |
| Employer contribution / active EE | $563 | $3,691-84.8% | $3,264-82.8% | $4,763-88.2% |
| Participant deferral / active EE | $1,061 | $4,350-75.6% | $3,964-73.2% | $5,983-82.3% |
| Admin fee / account holder | $239 | $6,510-96.3% | $5,617-95.7% | $11,252-97.9% |