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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 | $20,449 | $109,872-81.4% | $98,483-79.2% | $167,536-87.8% |
| Participation rate | 69.2% | 75.8%-6.6pp | 73.3%-4.1pp | 82.1%-12.9pp |
| Annual return | 16.95% | 1959.31%-1942.4pp | 1494.38%-1477.4pp | 478.82%-461.9pp |
| Employer contribution / active EE | $1,216 | $3,225-62.3% | $2,961-58.9% | $4,839-74.9% |
| Participant deferral / active EE | $2,165 | $4,673-53.7% | $4,276-49.4% | $6,342-65.9% |
| Admin fee / account holder | $218 | $6,757-96.8% | $5,953-96.3% | $12,315-98.2% |