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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 | $13,115 | $102,595-87.2% | $94,057-86.1% | $154,746-91.5% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 28.79% | 583.42%-554.6pp | 480.62%-451.8pp | 172.34%-143.5pp |
| Employer contribution / active EE | $1,525 | $3,147-51.6% | $2,933-48.0% | $4,379-65.2% |
| Participant deferral / active EE | $1,906 | $5,118-62.8% | $4,709-59.5% | $6,730-71.7% |
| Admin fee / account holder | $20 | $7,736-99.7% | $7,244-99.7% | $14,365-99.9% |