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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 | $15,649 | $96,691-83.8% | $86,656-81.9% | $139,487-88.8% |
| Participation rate | 66.7% | 74.4%-7.8pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 23.45% | 106.87%-83.4pp | 593.09%-569.6pp | 373.84%-350.4pp |
| Employer contribution / active EE | $367 | $3,267-88.8% | $3,025-87.9% | $4,755-92.3% |
| Participant deferral / active EE | $3,243 | $4,838-33.0% | $4,439-27.0% | $6,713-51.7% |
| Admin fee / account holder | $42 | $6,414-99.4% | $5,619-99.3% | $11,407-99.6% |