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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 | $19,939 | $180,749-89.0% | $160,784-87.6% | $137,256-85.5% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 16.00% | 2234.46%-2218.5pp | 1803.92%-1787.9pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,164 | $4,155-47.9% | $3,733-42.0% | $4,156-47.9% |
| Participant deferral / active EE | $2,164 | $6,844-68.4% | $6,293-65.6% | $6,407-66.2% |
| Admin fee / account holder | $150 | $10,397-98.6% | $9,717-98.5% | $12,270-98.8% |