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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 | $23,593 | $102,663-77.0% | $86,216-72.6% | $139,466-83.1% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 25.03% | 1924.52%-1899.5pp | 1169.42%-1144.4pp | 373.66%-348.6pp |
| Employer contribution / active EE | $1,327 | $3,035-56.3% | $2,382-44.3% | $4,754-72.1% |
| Participant deferral / active EE | $5,625 | $4,677+20.3% | $3,986+41.1% | $6,712-16.2% |
| Admin fee / account holder | $154 | $8,663-98.2% | $6,853-97.8% | $11,409-98.6% |